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
2076
$26K ﹤0.01%
1,090
2077
$26K ﹤0.01%
1,500
2078
$26K ﹤0.01%
153
+24
2079
$26K ﹤0.01%
+441
2080
$26K ﹤0.01%
532
+448
2081
$26K ﹤0.01%
690
+229
2082
$26K ﹤0.01%
170
+95
2083
$26K ﹤0.01%
2,004
2084
$26K ﹤0.01%
500
+1
2085
$26K ﹤0.01%
113
2086
$26K ﹤0.01%
+2,000
2087
$25K ﹤0.01%
1,872
+1,007
2088
$25K ﹤0.01%
+477
2089
$25K ﹤0.01%
210
2090
$25K ﹤0.01%
352
+30
2091
$25K ﹤0.01%
111
+97
2092
$25K ﹤0.01%
140
+30
2093
$25K ﹤0.01%
203
2094
$25K ﹤0.01%
812
+15
2095
$25K ﹤0.01%
750
+250
2096
$25K ﹤0.01%
+315
2097
$24K ﹤0.01%
42
-2,426
2098
$24K ﹤0.01%
153
+6
2099
$24K ﹤0.01%
435
+163
2100
$24K ﹤0.01%
241
82 83
84
85 86