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
$20B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$491M
2
+$195M
3
+$180M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$168M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$107M

Top Sells

1
+$64M
2
+$19.6M
3
+$17.2M
4
IOO icon
iShares Global 100 ETF
IOO
+$11.8M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$10.7M

Sector Composition

1 Technology 2.12%
2 Financials 1.77%
3 Healthcare 1.71%
4 Consumer Discretionary 1.32%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$6K ﹤0.01%
209
-120
2002
$6K ﹤0.01%
194
2003
$6K ﹤0.01%
331
-50
2004
$6K ﹤0.01%
117
-114
2005
$6K ﹤0.01%
+75
2006
$6K ﹤0.01%
314
+1
2007
$6K ﹤0.01%
+190
2008
$6K ﹤0.01%
+91
2009
$6K ﹤0.01%
+812
2010
$6K ﹤0.01%
320
-160
2011
$6K ﹤0.01%
+309
2012
$5K ﹤0.01%
144
2013
$5K ﹤0.01%
98
-122
2014
$5K ﹤0.01%
886
+188
2015
$5K ﹤0.01%
188
-41
2016
$5K ﹤0.01%
105
2017
$5K ﹤0.01%
300
-64
2018
$5K ﹤0.01%
163
-86
2019
$5K ﹤0.01%
225
2020
$5K ﹤0.01%
87
+12
2021
$5K ﹤0.01%
+290
2022
$5K ﹤0.01%
187
-5,578
2023
$5K ﹤0.01%
321
+125
2024
$5K ﹤0.01%
92
2025
$5K ﹤0.01%
1,839
79 80
81
82 83