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

Top Buys

1
+$530M
2
+$208M
3
+$181M
4
BND icon
Vanguard Total Bond Market
BND
+$177M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$110M

Top Sells

1
+$63.8M
2
+$20.1M
3
+$18.2M
4
IOO icon
iShares Global 100 ETF
IOO
+$12.6M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.5M

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%
714
2002
$6K ﹤0.01%
514
+440
2003
$6K ﹤0.01%
+209
2004
$6K ﹤0.01%
289
+1
2005
$6K ﹤0.01%
573
2006
$6K ﹤0.01%
112
2007
$6K ﹤0.01%
178
-22
2008
$6K ﹤0.01%
+50
2009
$6K ﹤0.01%
114
+3
2010
$6K ﹤0.01%
209
-120
2011
$6K ﹤0.01%
194
2012
$5K ﹤0.01%
225
2013
$5K ﹤0.01%
87
+12
2014
$5K ﹤0.01%
+290
2015
$5K ﹤0.01%
187
-5,578
2016
$5K ﹤0.01%
110
2017
$5K ﹤0.01%
144
2018
$5K ﹤0.01%
98
-122
2019
$5K ﹤0.01%
886
+188
2020
$5K ﹤0.01%
188
-41
2021
$5K ﹤0.01%
105
2022
$5K ﹤0.01%
300
-64
2023
$5K ﹤0.01%
163
-86
2024
$5K ﹤0.01%
1,839
2025
$5K ﹤0.01%
578
+489
79 80
81
82 83