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
2176
$20K ﹤0.01%
2,125
-61
2177
$20K ﹤0.01%
+852
2178
$20K ﹤0.01%
725
-1,412
2179
$20K ﹤0.01%
640
+221
2180
$19K ﹤0.01%
234
2181
$19K ﹤0.01%
+695
2182
$19K ﹤0.01%
727
2183
$19K ﹤0.01%
+158
2184
$19K ﹤0.01%
+300
2185
$19K ﹤0.01%
79
+54
2186
$19K ﹤0.01%
+550
2187
$19K ﹤0.01%
1,237
2188
$19K ﹤0.01%
+184
2189
$19K ﹤0.01%
95
+31
2190
$19K ﹤0.01%
433
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2191
$19K ﹤0.01%
+191
2192
$19K ﹤0.01%
400
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2193
$19K ﹤0.01%
990
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2194
$19K ﹤0.01%
240
2195
$19K ﹤0.01%
530
-214
2196
$18K ﹤0.01%
1,173
2197
$18K ﹤0.01%
314
+289
2198
$18K ﹤0.01%
+378
2199
$18K ﹤0.01%
360
+180
2200
$18K ﹤0.01%
+241
86 87
88
89 90