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
2301
$13K ﹤0.01%
48
+14
2302
$13K ﹤0.01%
275
+236
2303
$13K ﹤0.01%
137
2304
$13K ﹤0.01%
239
-10
2305
$13K ﹤0.01%
+1,090
2306
$13K ﹤0.01%
+604
2307
$13K ﹤0.01%
500
2308
$13K ﹤0.01%
233
+21
2309
$13K ﹤0.01%
26
-7
2310
$13K ﹤0.01%
544
2311
$12K ﹤0.01%
220
2312
$12K ﹤0.01%
252
2313
$12K ﹤0.01%
300
2314
$12K ﹤0.01%
692
-22,983
2315
$12K ﹤0.01%
+400
2316
$12K ﹤0.01%
625
+40
2317
$12K ﹤0.01%
245
+65
2318
$12K ﹤0.01%
387
-765
2319
$12K ﹤0.01%
549
+4
2320
$12K ﹤0.01%
+1,000
2321
$12K ﹤0.01%
750
2322
$12K ﹤0.01%
2,179
+1,080
2323
$12K ﹤0.01%
+1,046
2324
$12K ﹤0.01%
+3,000
2325
$12K ﹤0.01%
+159
91 92
93
94 95