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
2151
$21K ﹤0.01%
464
-170
2152
$21K ﹤0.01%
458
+379
2153
$21K ﹤0.01%
1,043
2154
$21K ﹤0.01%
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2155
$21K ﹤0.01%
166
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2156
$21K ﹤0.01%
473
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2157
$21K ﹤0.01%
1,079
+254
2158
$21K ﹤0.01%
+282
2159
$21K ﹤0.01%
465
2160
$21K ﹤0.01%
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2161
$21K ﹤0.01%
600
2162
$21K ﹤0.01%
712
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2163
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204
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2164
$21K ﹤0.01%
920
2165
$21K ﹤0.01%
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$21K ﹤0.01%
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2167
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2168
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2169
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2170
$20K ﹤0.01%
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2171
$20K ﹤0.01%
652
2172
$20K ﹤0.01%
314
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2173
$20K ﹤0.01%
339
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2174
$20K ﹤0.01%
502
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2175
$20K ﹤0.01%
241
+38
85 86
87
88 89