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
2326
$12K ﹤0.01%
+1,500
2327
$12K ﹤0.01%
248
-129
2328
$12K ﹤0.01%
237
-45
2329
$12K ﹤0.01%
1,823
+73
2330
$12K ﹤0.01%
1,139
+295
2331
$11K ﹤0.01%
360
-96
2332
$11K ﹤0.01%
7,845
-1
2333
$11K ﹤0.01%
388
+293
2334
$11K ﹤0.01%
+411
2335
$11K ﹤0.01%
252
+4
2336
$11K ﹤0.01%
500
2337
$11K ﹤0.01%
200
+164
2338
$11K ﹤0.01%
+1,000
2339
$11K ﹤0.01%
176
2340
$11K ﹤0.01%
63
+24
2341
$11K ﹤0.01%
700
2342
$11K ﹤0.01%
220
-660
2343
$11K ﹤0.01%
147
-30
2344
$11K ﹤0.01%
693
2345
$11K ﹤0.01%
255
2346
$11K ﹤0.01%
173
2347
$11K ﹤0.01%
167
2348
$11K ﹤0.01%
+98
2349
$11K ﹤0.01%
10
-9
2350
$11K ﹤0.01%
143
+28
92 93
94
95 96