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
2251
$16K ﹤0.01%
537
+330
2252
$15K ﹤0.01%
+155
2253
$15K ﹤0.01%
580
2254
$15K ﹤0.01%
1,000
2255
$15K ﹤0.01%
+3
2256
$15K ﹤0.01%
411
+41
2257
$15K ﹤0.01%
+145
2258
$15K ﹤0.01%
1,108
2259
$15K ﹤0.01%
575
-1,547
2260
$15K ﹤0.01%
177
2261
$15K ﹤0.01%
250
-73
2262
$15K ﹤0.01%
275
-725
2263
$15K ﹤0.01%
2,680
2264
$15K ﹤0.01%
132
-1,328
2265
$15K ﹤0.01%
197
+2
2266
$15K ﹤0.01%
160
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2267
$15K ﹤0.01%
426
+32
2268
$15K ﹤0.01%
+300
2269
$15K ﹤0.01%
788
-208
2270
$15K ﹤0.01%
+22,052
2271
$15K ﹤0.01%
5,000
2272
$14K ﹤0.01%
1,145
2273
$14K ﹤0.01%
264
-1,991
2274
$14K ﹤0.01%
220
+31
2275
$14K ﹤0.01%
99
-228
89 90
91
92 93