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
$29.3B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1
+$423M
2
+$171M
3
+$148M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$101M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$94.2M

Top Sells

1
+$49.5M
2
+$36.8M
3
+$21.5M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.5M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$10.6M

Sector Composition

1 Technology 2.28%
2 Financials 1.69%
3 Healthcare 1.32%
4 Consumer Discretionary 1.16%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$7K ﹤0.01%
172
-415
2002
$7K ﹤0.01%
321
-261
2003
$7K ﹤0.01%
190
2004
$7K ﹤0.01%
+300
2005
$7K ﹤0.01%
735
-739
2006
$7K ﹤0.01%
350
-754
2007
$7K ﹤0.01%
+190
2008
$7K ﹤0.01%
+2,000
2009
$7K ﹤0.01%
696
-747
2010
$7K ﹤0.01%
322
+2
2011
$7K ﹤0.01%
359
2012
$7K ﹤0.01%
68
-20
2013
$7K ﹤0.01%
+355
2014
$7K ﹤0.01%
50
-782
2015
$7K ﹤0.01%
2,000
2016
$7K ﹤0.01%
189
2017
$7K ﹤0.01%
343
+122
2018
$7K ﹤0.01%
207
-42
2019
$6K ﹤0.01%
79
2020
$6K ﹤0.01%
116
-142
2021
$6K ﹤0.01%
1,464
2022
$6K ﹤0.01%
500
2023
$6K ﹤0.01%
149
2024
$6K ﹤0.01%
1,001
2025
$6K ﹤0.01%
+93
79 80
81
82 83