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
$22.8B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,830
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$292M
3
+$146M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112M

Top Sells

1
+$202M
2
+$91.8M
3
+$76.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$52.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$50.5M

Sector Composition

1 Technology 2.23%
2 Financials 1.74%
3 Healthcare 1.58%
4 Consumer Discretionary 1.44%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$8K ﹤0.01%
+154
2002
$8K ﹤0.01%
69
+31
2003
$8K ﹤0.01%
+380
2004
$8K ﹤0.01%
222
+78
2005
$8K ﹤0.01%
278
2006
$8K ﹤0.01%
+300
2007
$8K ﹤0.01%
200
2008
$8K ﹤0.01%
+276
2009
$8K ﹤0.01%
+172
2010
$8K ﹤0.01%
432
-800
2011
$8K ﹤0.01%
+168
2012
$8K ﹤0.01%
1,324
2013
$8K ﹤0.01%
+152
2014
$8K ﹤0.01%
150
2015
$8K ﹤0.01%
351
2016
$8K ﹤0.01%
324
2017
$8K ﹤0.01%
+42
2018
$8K ﹤0.01%
+618
2019
$8K ﹤0.01%
125
2020
$8K ﹤0.01%
518
-3,768
2021
$8K ﹤0.01%
+428
2022
$8K ﹤0.01%
222
-50
2023
$8K ﹤0.01%
1,000
-1,060
2024
$8K ﹤0.01%
144
+32
2025
$8K ﹤0.01%
+242
79 80
81
82 83