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
2401
$9K ﹤0.01%
+176
2402
$9K ﹤0.01%
400
2403
$9K ﹤0.01%
63
+30
2404
$9K ﹤0.01%
1,131
-1,009
2405
$9K ﹤0.01%
+107
2406
$9K ﹤0.01%
334
-922
2407
$9K ﹤0.01%
+300
2408
$9K ﹤0.01%
+451
2409
$9K ﹤0.01%
910
2410
$9K ﹤0.01%
+481
2411
$9K ﹤0.01%
130
2412
$9K ﹤0.01%
+111
2413
$9K ﹤0.01%
540
2414
$9K ﹤0.01%
+113
2415
$9K ﹤0.01%
257
2416
$9K ﹤0.01%
+250
2417
$9K ﹤0.01%
321
-48
2418
$9K ﹤0.01%
+1,166
2419
$9K ﹤0.01%
+119
2420
$9K ﹤0.01%
+220
2421
$9K ﹤0.01%
135
+114
2422
$9K ﹤0.01%
259
+104
2423
$9K ﹤0.01%
459
+310
2424
$9K ﹤0.01%
+137
2425
$9K ﹤0.01%
+850
95 96
97
98 99