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
2426
$9K ﹤0.01%
135
+114
2427
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+257
2428
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2429
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2430
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2431
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2433
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+80
2434
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2435
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2437
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2439
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568
2440
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275
+115
2441
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170
+145
2442
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2443
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+500
2444
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2445
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108
+33
2446
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150
+137
2447
$8K ﹤0.01%
90
-220
2448
$8K ﹤0.01%
+190
2449
$8K ﹤0.01%
225
2450
$8K ﹤0.01%
100
-1,000
96 97
98
99 100