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
$26.3B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,854
New
Increased
Reduced
Closed

Top Buys

1
+$475M
2
+$343M
3
+$196M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$85.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$73.6M

Top Sells

1
+$172M
2
+$61.7M
3
+$41.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.8M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$24.8M

Sector Composition

1 Technology 2.18%
2 Financials 1.67%
3 Healthcare 1.33%
4 Consumer Discretionary 1.26%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$7K ﹤0.01%
165
-357
2002
$7K ﹤0.01%
200
2003
$7K ﹤0.01%
+110
2004
$7K ﹤0.01%
71
+56
2005
$7K ﹤0.01%
+266
2006
$7K ﹤0.01%
910
2007
$7K ﹤0.01%
+164
2008
$7K ﹤0.01%
111
+51
2009
$7K ﹤0.01%
622
+485
2010
$7K ﹤0.01%
+350
2011
$7K ﹤0.01%
332
+1
2012
$7K ﹤0.01%
+182
2013
$7K ﹤0.01%
1,475
2014
$7K ﹤0.01%
+141
2015
$7K ﹤0.01%
500
-131
2016
$7K ﹤0.01%
221
-213
2017
$7K ﹤0.01%
+500
2018
$7K ﹤0.01%
637
2019
$7K ﹤0.01%
+331
2020
$7K ﹤0.01%
100
2021
$7K ﹤0.01%
193
+1
2022
$6K ﹤0.01%
+86
2023
$6K ﹤0.01%
205
-169
2024
$6K ﹤0.01%
37
2025
$6K ﹤0.01%
193
-1,467
79 80
81
82 83