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
$61.2B
AUM Growth
+$6.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,476
New
Increased
Reduced
Closed

Top Buys

1
+$538M
2
+$274M
3
+$265M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$262M
5
BND icon
Vanguard Total Bond Market
BND
+$206M

Top Sells

1
+$18.9M
2
+$18.6M
3
+$17.8M
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$16.4M
5
ATVI
Activision Blizzard
ATVI
+$13.6M

Sector Composition

1 Technology 3.2%
2 Financials 1.55%
3 Consumer Discretionary 1.37%
4 Healthcare 1.25%
5 Communication Services 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$47K ﹤0.01%
296
+245
2002
$47K ﹤0.01%
4,717
+2,017
2003
$47K ﹤0.01%
1,533
-407
2004
$47K ﹤0.01%
2,068
-4,931
2005
$47K ﹤0.01%
900
-18
2006
$47K ﹤0.01%
3,406
+2,964
2007
$47K ﹤0.01%
1,025
2008
$46K ﹤0.01%
3,522
-11,565
2009
$46K ﹤0.01%
647
2010
$46K ﹤0.01%
4,825
-2,359
2011
$46K ﹤0.01%
1,335
+10
2012
$46K ﹤0.01%
+338
2013
$46K ﹤0.01%
242
+129
2014
$46K ﹤0.01%
6,120
2015
$46K ﹤0.01%
2,021
+94
2016
$45K ﹤0.01%
1,287
+22
2017
$45K ﹤0.01%
1,608
+359
2018
$45K ﹤0.01%
+3,911
2019
$45K ﹤0.01%
880
2020
$45K ﹤0.01%
2,533
-117,699
2021
$45K ﹤0.01%
1,852
+50
2022
$44K ﹤0.01%
840
2023
$44K ﹤0.01%
2,754
-15,404
2024
$44K ﹤0.01%
262
2025
$44K ﹤0.01%
1,667
-639
79 80
81
82 83