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
2301
$13K ﹤0.01%
639
+174
2302
$13K ﹤0.01%
+417
2303
$13K ﹤0.01%
143
+107
2304
– –
0
2305
$13K ﹤0.01%
48
+14
2306
$13K ﹤0.01%
275
+236
2307
$13K ﹤0.01%
137
2308
$13K ﹤0.01%
239
-10
2309
$13K ﹤0.01%
+1,090
2310
$13K ﹤0.01%
+604
2311
$12K ﹤0.01%
1,139
+295
2312
$12K ﹤0.01%
252
2313
$12K ﹤0.01%
300
2314
$12K ﹤0.01%
692
-22,983
2315
$12K ﹤0.01%
220
2316
$12K ﹤0.01%
+400
2317
$12K ﹤0.01%
625
+40
2318
$12K ﹤0.01%
245
+65
2319
$12K ﹤0.01%
387
-765
2320
$12K ﹤0.01%
549
+4
2321
$12K ﹤0.01%
+1,000
2322
$12K ﹤0.01%
750
2323
$12K ﹤0.01%
2,179
+1,080
2324
$12K ﹤0.01%
+1,046
2325
$12K ﹤0.01%
+3,000
91 92
93
94 95