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
2001
$32K ﹤0.01%
419
-623
2002
$32K ﹤0.01%
640
-177
2003
$31K ﹤0.01%
2,650
2004
$31K ﹤0.01%
4,314
-3,398
2005
$31K ﹤0.01%
2,500
2006
$31K ﹤0.01%
1,865
-723
2007
$31K ﹤0.01%
1,894
2008
$31K ﹤0.01%
62,308
+57,500
2009
$31K ﹤0.01%
2,019
-74
2010
$31K ﹤0.01%
594
-202
2011
$31K ﹤0.01%
4,004
2012
$31K ﹤0.01%
468
+388
2013
$31K ﹤0.01%
101
+1
2014
$31K ﹤0.01%
384
-116
2015
$31K ﹤0.01%
813
+476
2016
$31K ﹤0.01%
226
-331
2017
$31K ﹤0.01%
292
2018
$30K ﹤0.01%
188
+50
2019
$30K ﹤0.01%
2,016
2020
$30K ﹤0.01%
294
2021
$30K ﹤0.01%
+1,664
2022
$30K ﹤0.01%
268
-1
2023
$30K ﹤0.01%
1,749
2024
$30K ﹤0.01%
409
-873
2025
$30K ﹤0.01%
609
79 80
81
82 83