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
2126
$23K ﹤0.01%
164
+35
2127
$23K ﹤0.01%
1,442
+5
2128
$23K ﹤0.01%
750
2129
$23K ﹤0.01%
100
2130
$23K ﹤0.01%
1,261
+451
2131
$22K ﹤0.01%
1,292
-516
2132
$22K ﹤0.01%
166
-3,452
2133
$22K ﹤0.01%
+120
2134
$22K ﹤0.01%
185
2135
$22K ﹤0.01%
+1,534
2136
$22K ﹤0.01%
731
2137
$22K ﹤0.01%
732
2138
$22K ﹤0.01%
+213
2139
$22K ﹤0.01%
239
+20
2140
$22K ﹤0.01%
2,700
+2,500
2141
$22K ﹤0.01%
532
2142
$22K ﹤0.01%
2,169
-181
2143
$22K ﹤0.01%
+928
2144
$22K ﹤0.01%
+1,750
2145
$22K ﹤0.01%
+50
2146
$22K ﹤0.01%
515
+1
2147
$22K ﹤0.01%
1,345
2148
$22K ﹤0.01%
1,169
+885
2149
$22K ﹤0.01%
530
-78
2150
$21K ﹤0.01%
253
+110
84 85
86
87 88