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
2101
$24K ﹤0.01%
1,032
2102
$24K ﹤0.01%
+100
2103
$24K ﹤0.01%
616
+571
2104
$24K ﹤0.01%
371
+270
2105
$24K ﹤0.01%
293
2106
$24K ﹤0.01%
826
2107
$24K ﹤0.01%
666
2108
$24K ﹤0.01%
+1,350
2109
$24K ﹤0.01%
+381
2110
$24K ﹤0.01%
2,800
2111
$24K ﹤0.01%
3,900
2112
$24K ﹤0.01%
450
2113
$24K ﹤0.01%
272
-1,549
2114
$24K ﹤0.01%
694
+347
2115
$24K ﹤0.01%
316
+182
2116
$24K ﹤0.01%
953
+125
2117
$23K ﹤0.01%
296
2118
$23K ﹤0.01%
+131
2119
$23K ﹤0.01%
+1,000
2120
$23K ﹤0.01%
+739
2121
$23K ﹤0.01%
585
+184
2122
$23K ﹤0.01%
+1,075
2123
$23K ﹤0.01%
725
+69
2124
$23K ﹤0.01%
371
+125
2125
$23K ﹤0.01%
753
+443
83 84
85
86 87