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
$25.9B
AUM Growth
-$3.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,890
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$302M
3
+$195M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$189M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$133M

Top Sells

1
+$142M
2
+$103M
3
+$29.6M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$24.7M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$23.7M

Sector Composition

1 Technology 2.43%
2 Financials 1.55%
3 Healthcare 1.38%
4 Consumer Discretionary 1.21%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$6K ﹤0.01%
65
+23
2002
$6K ﹤0.01%
140
-56
2003
$6K ﹤0.01%
164
-735
2004
$6K ﹤0.01%
359
-91
2005
$6K ﹤0.01%
+606
2006
$6K ﹤0.01%
150
2007
$6K ﹤0.01%
+200
2008
$6K ﹤0.01%
+425
2009
$6K ﹤0.01%
+753
2010
$6K ﹤0.01%
1,375
2011
$6K ﹤0.01%
174
2012
$6K ﹤0.01%
659
-200
2013
$6K ﹤0.01%
134
-363
2014
$6K ﹤0.01%
+245
2015
$6K ﹤0.01%
372
+7
2016
$6K ﹤0.01%
+200
2017
$6K ﹤0.01%
+337
2018
$6K ﹤0.01%
1,000
2019
$6K ﹤0.01%
+339
2020
$6K ﹤0.01%
334
+306
2021
$6K ﹤0.01%
104
+4
2022
$6K ﹤0.01%
1,894
2023
$6K ﹤0.01%
476
-1,086
2024
$6K ﹤0.01%
47
-3
2025
$6K ﹤0.01%
612
+134
79 80
81
82 83