Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.7B
AUM Growth
+$5.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,275
New
Increased
Reduced
Closed

Top Buys

1
+$1.29B
2
+$735M
3
+$481M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$287M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$122M

Top Sells

1
+$558M
2
+$455M
3
+$325M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$70.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$56M

Sector Composition

1 Technology 2.86%
2 Financials 1.6%
3 Consumer Discretionary 1.36%
4 Healthcare 1.22%
5 Communication Services 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$34K ﹤0.01%
+1,025
1977
$34K ﹤0.01%
731
1978
$34K ﹤0.01%
2,616
1979
$33K ﹤0.01%
2,206
1980
$33K ﹤0.01%
1,168
+168
1981
$33K ﹤0.01%
413
+383
1982
$33K ﹤0.01%
+1,100
1983
$33K ﹤0.01%
752
1984
$33K ﹤0.01%
+959
1985
$33K ﹤0.01%
321
+72
1986
$33K ﹤0.01%
+300
1987
$33K ﹤0.01%
6,272
-4,651
1988
$33K ﹤0.01%
378
+278
1989
$33K ﹤0.01%
7,139
-65,432
1990
$33K ﹤0.01%
+282
1991
$33K ﹤0.01%
1,780
+1,633
1992
$33K ﹤0.01%
2,604
+2,500
1993
$33K ﹤0.01%
1,025
1994
$32K ﹤0.01%
583
1995
$32K ﹤0.01%
1,316
+12
1996
$32K ﹤0.01%
154
+24
1997
$32K ﹤0.01%
+328
1998
$32K ﹤0.01%
1,640
+575
1999
$32K ﹤0.01%
+145
2000
$32K ﹤0.01%
218
+76
78 79
80
81 82