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
2276
$14K ﹤0.01%
+227
2277
$14K ﹤0.01%
1,659
-745
2278
$14K ﹤0.01%
106
+98
2279
$14K ﹤0.01%
414
+214
2280
$14K ﹤0.01%
350
+150
2281
$14K ﹤0.01%
795
+32
2282
$14K ﹤0.01%
+200
2283
$14K ﹤0.01%
201
+6
2284
$14K ﹤0.01%
+486
2285
$14K ﹤0.01%
390
2286
$14K ﹤0.01%
847
-1,989
2287
$14K ﹤0.01%
+100
2288
$14K ﹤0.01%
263
2289
$14K ﹤0.01%
786
+113
2290
$14K ﹤0.01%
1,210
+8
2291
$14K ﹤0.01%
429
+418
2292
$13K ﹤0.01%
314
+114
2293
$13K ﹤0.01%
126
-7
2294
$13K ﹤0.01%
+357
2295
$13K ﹤0.01%
1,294
+373
2296
$13K ﹤0.01%
+167
2297
$13K ﹤0.01%
639
+174
2298
$13K ﹤0.01%
+417
2299
$13K ﹤0.01%
143
+107
2300
– –
0
90 91
92
93 94