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
2051
$28K ﹤0.01%
637
-5,944
2052
$27K ﹤0.01%
2,399
+7
2053
$27K ﹤0.01%
1,298
-4
2054
$27K ﹤0.01%
2,170
+130
2055
$27K ﹤0.01%
2,316
2056
$27K ﹤0.01%
227
2057
$27K ﹤0.01%
2,321
2058
$27K ﹤0.01%
2,533
2059
$27K ﹤0.01%
255
-29
2060
$27K ﹤0.01%
124
+118
2061
$27K ﹤0.01%
2,093
2062
$27K ﹤0.01%
6,500
2063
$27K ﹤0.01%
+756
2064
$27K ﹤0.01%
247
-353
2065
$27K ﹤0.01%
533
+2
2066
$27K ﹤0.01%
335
+61
2067
$27K ﹤0.01%
397
+150
2068
$27K ﹤0.01%
2,918
-1,829
2069
$26K ﹤0.01%
500
2070
$26K ﹤0.01%
125
+31
2071
$26K ﹤0.01%
688
+387
2072
$26K ﹤0.01%
714
+22
2073
$26K ﹤0.01%
54
+51
2074
$26K ﹤0.01%
666
-124
2075
$26K ﹤0.01%
1,199
+818
81 82
83
84 85