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
$54.7B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,363
New
Increased
Reduced
Closed

Top Buys

1
+$492M
2
+$205M
3
+$187M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$141M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1
+$33.9M
2
+$31.2M
3
+$18.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$13.6M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.8M

Sector Composition

1 Technology 2.96%
2 Financials 1.62%
3 Consumer Discretionary 1.34%
4 Healthcare 1.18%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$36K ﹤0.01%
+731
2002
$36K ﹤0.01%
356
+308
2003
$36K ﹤0.01%
1,249
-6
2004
$36K ﹤0.01%
1,191
2005
$36K ﹤0.01%
820
+816
2006
$36K ﹤0.01%
2,205
+28
2007
$36K ﹤0.01%
1,051
+108
2008
$36K ﹤0.01%
457
+122
2009
$36K ﹤0.01%
3,725
2010
$36K ﹤0.01%
830
+300
2011
$35K ﹤0.01%
2,551
-1,834
2012
$35K ﹤0.01%
1,250
2013
$35K ﹤0.01%
1,100
2014
$35K ﹤0.01%
+1,970
2015
$35K ﹤0.01%
888
2016
$35K ﹤0.01%
1,500
-309
2017
$35K ﹤0.01%
1,238
+12
2018
$35K ﹤0.01%
1,148
2019
$35K ﹤0.01%
742
2020
$35K ﹤0.01%
+656
2021
$35K ﹤0.01%
2,000
2022
$34K ﹤0.01%
226
+106
2023
$34K ﹤0.01%
262
-30
2024
$34K ﹤0.01%
355
2025
$34K ﹤0.01%
1,780
79 80
81
82 83