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
2026
$30K ﹤0.01%
+1,010
2027
$30K ﹤0.01%
251
2028
$30K ﹤0.01%
+1,500
2029
$29K ﹤0.01%
661
2030
$29K ﹤0.01%
677
2031
$29K ﹤0.01%
2,173
-8,017
2032
$29K ﹤0.01%
493
+38
2033
$29K ﹤0.01%
2,045
+1,045
2034
$29K ﹤0.01%
638
+33
2035
$29K ﹤0.01%
+82
2036
$29K ﹤0.01%
2,700
-490
2037
$29K ﹤0.01%
115
+35
2038
$29K ﹤0.01%
1,543
-10
2039
$29K ﹤0.01%
99
+30
2040
$29K ﹤0.01%
852
2041
$29K ﹤0.01%
2,467
-1,622
2042
$28K ﹤0.01%
294
-134
2043
$28K ﹤0.01%
400
2044
$28K ﹤0.01%
661
2045
$28K ﹤0.01%
1,000
2046
$28K ﹤0.01%
424
2047
$28K ﹤0.01%
+435
2048
$28K ﹤0.01%
864
2049
$28K ﹤0.01%
+665
2050
$28K ﹤0.01%
1,491
80 81
82
83 84