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
2201
$18K ﹤0.01%
1,025
+400
2202
$18K ﹤0.01%
689
-1,172
2203
$18K ﹤0.01%
1,315
2204
$18K ﹤0.01%
301
+23
2205
$18K ﹤0.01%
1,113
2206
$18K ﹤0.01%
1,150
2207
$18K ﹤0.01%
+397
2208
$17K ﹤0.01%
7,019
+4,000
2209
$17K ﹤0.01%
384
+306
2210
$17K ﹤0.01%
248
+48
2211
$17K ﹤0.01%
951
2212
$17K ﹤0.01%
159
-21
2213
$17K ﹤0.01%
607
+247
2214
$17K ﹤0.01%
1,842
-20,479
2215
$17K ﹤0.01%
382
-369
2216
$17K ﹤0.01%
56
-46
2217
$17K ﹤0.01%
189
+73
2218
$17K ﹤0.01%
300
2219
$17K ﹤0.01%
487
+20
2220
$17K ﹤0.01%
+636
2221
$17K ﹤0.01%
1,288
-424
2222
$17K ﹤0.01%
68
2223
$17K ﹤0.01%
2,000
2224
$17K ﹤0.01%
+760
2225
$17K ﹤0.01%
535
87 88
89
90 91