Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$1.3B
2
+$730M
3
+$469M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$291M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$122M

Top Sells

1
+$559M
2
+$457M
3
+$319M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$56.1M

Sector Composition

1 Technology 2.86%
2 Financials 1.6%
3 Consumer Discretionary 1.36%
4 Healthcare 1.22%
5 Communication Services 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$16K ﹤0.01%
537
+330
2252
$15K ﹤0.01%
+3
2253
$15K ﹤0.01%
411
+41
2254
$15K ﹤0.01%
+145
2255
$15K ﹤0.01%
1,000
2256
$15K ﹤0.01%
1,108
2257
$15K ﹤0.01%
+155
2258
$15K ﹤0.01%
580
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
+32
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%
264
-1,991
2273
$14K ﹤0.01%
220
+31
2274
$14K ﹤0.01%
99
-228
2275
$14K ﹤0.01%
+227
89 90
91
92 93