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
2426
$9K ﹤0.01%
+257
2427
$9K ﹤0.01%
93
-27
2428
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108
+33
2429
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150
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2430
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90
-220
2431
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+190
2432
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225
2433
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100
-1,000
2434
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245
2435
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238
2436
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2437
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+500
2438
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188
+180
2439
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175
2440
$8K ﹤0.01%
+127
2441
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125
+80
2442
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2443
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88
2444
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158
2445
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95
+31
2446
$8K ﹤0.01%
+190
2447
$8K ﹤0.01%
140
2448
$8K ﹤0.01%
223
2449
$8K ﹤0.01%
254
+15
2450
$8K ﹤0.01%
+100
96 97
98
99 100