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
2351
$11K ﹤0.01%
261
2352
$11K ﹤0.01%
500
2353
$11K ﹤0.01%
408
2354
$11K ﹤0.01%
+465
2355
$11K ﹤0.01%
500
2356
$10K ﹤0.01%
+1,000
2357
$10K ﹤0.01%
+115
2358
$10K ﹤0.01%
350
-42
2359
$10K ﹤0.01%
+500
2360
$10K ﹤0.01%
+214
2361
$10K ﹤0.01%
+1,450
2362
$10K ﹤0.01%
+114
2363
$10K ﹤0.01%
+350
2364
$10K ﹤0.01%
2,519
-1,366
2365
$10K ﹤0.01%
241
-99
2366
$10K ﹤0.01%
+200
2367
$10K ﹤0.01%
196
2368
$10K ﹤0.01%
+85
2369
$10K ﹤0.01%
+326
2370
$10K ﹤0.01%
180
+29
2371
$10K ﹤0.01%
214
+30
2372
$10K ﹤0.01%
+100
2373
$10K ﹤0.01%
1,167
2374
$10K ﹤0.01%
+125
2375
$10K ﹤0.01%
971
-62
93 94
95
96 97