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
$58.2B
AUM Growth
-$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,631
New
Increased
Reduced
Closed

Top Buys

1
+$564M
2
+$274M
3
+$242M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$236M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$170M

Top Sells

1
+$116M
2
+$105M
3
+$51.8M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$49.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$31.9M

Sector Composition

1 Technology 2.65%
2 Financials 1.38%
3 Healthcare 1.35%
4 Consumer Discretionary 1.15%
5 Communication Services 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$39K ﹤0.01%
1,083
-731
2002
$39K ﹤0.01%
1,409
-269
2003
$38K ﹤0.01%
1,318
-106
2004
$38K ﹤0.01%
727
-224
2005
$38K ﹤0.01%
+4,300
2006
$38K ﹤0.01%
3,442
+10
2007
$38K ﹤0.01%
10,480
2008
$38K ﹤0.01%
5,360
-760
2009
$37K ﹤0.01%
+2,555
2010
$37K ﹤0.01%
3,922
2011
$37K ﹤0.01%
272
+190
2012
$37K ﹤0.01%
944
+283
2013
$37K ﹤0.01%
525
-58
2014
$37K ﹤0.01%
646
-12,449
2015
$37K ﹤0.01%
1,776
+1,039
2016
$37K ﹤0.01%
156
+13
2017
$37K ﹤0.01%
1,807
-3,211
2018
$36K ﹤0.01%
1,365
-150
2019
$36K ﹤0.01%
1,664
+25
2020
$36K ﹤0.01%
2,749
2021
$36K ﹤0.01%
145
-423
2022
$36K ﹤0.01%
+737
2023
$36K ﹤0.01%
2,871
+1,860
2024
$35K ﹤0.01%
848
+352
2025
$35K ﹤0.01%
700
-96
79 80
81
82 83