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

Top Buys

1
+$406M
2
+$164M
3
+$148M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$98.8M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$91.5M

Top Sells

1
+$49.4M
2
+$35.2M
3
+$20.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$10.4M

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%
+2,000
2002
$7K ﹤0.01%
696
-747
2003
$7K ﹤0.01%
322
+2
2004
$7K ﹤0.01%
359
2005
$7K ﹤0.01%
68
-20
2006
$7K ﹤0.01%
+355
2007
$7K ﹤0.01%
50
-782
2008
$7K ﹤0.01%
2,000
2009
$7K ﹤0.01%
189
2010
$7K ﹤0.01%
265
-94
2011
$7K ﹤0.01%
147
-399
2012
$7K ﹤0.01%
951
2013
$7K ﹤0.01%
+5
2014
$7K ﹤0.01%
+183
2015
$7K ﹤0.01%
400
2016
$7K ﹤0.01%
726
-105
2017
$7K ﹤0.01%
220
2018
$7K ﹤0.01%
+117
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%
+93
2024
$6K ﹤0.01%
149
2025
$6K ﹤0.01%
1,001
79 80
81
82 83