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
2226
$17K ﹤0.01%
+1,000
2227
$17K ﹤0.01%
49
2228
$17K ﹤0.01%
750
2229
$17K ﹤0.01%
1,011
2230
$16K ﹤0.01%
+1,059
2231
$16K ﹤0.01%
1,091
2232
$16K ﹤0.01%
585
2233
$16K ﹤0.01%
6,000
2234
$16K ﹤0.01%
+358
2235
$16K ﹤0.01%
276
-509
2236
$16K ﹤0.01%
+162
2237
$16K ﹤0.01%
+283
2238
$16K ﹤0.01%
226
2239
$16K ﹤0.01%
901
2240
$16K ﹤0.01%
443
-109
2241
$16K ﹤0.01%
1,000
2242
$16K ﹤0.01%
231
2243
$16K ﹤0.01%
1,270
2244
$16K ﹤0.01%
479
2245
$16K ﹤0.01%
+262
2246
$16K ﹤0.01%
+208
2247
$16K ﹤0.01%
677
2248
$16K ﹤0.01%
152
-121
2249
$16K ﹤0.01%
739
2250
$16K ﹤0.01%
557
-32
88 89
90
91 92