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
$57.3B
AUM Growth
-$879M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,555
New
Increased
Reduced
Closed

Top Buys

1
+$423M
2
+$205M
3
+$149M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1
+$37.7M
2
+$36.5M
3
+$30.9M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$29.9M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$29.3M

Sector Composition

1 Technology 2.65%
2 Healthcare 1.37%
3 Financials 1.36%
4 Consumer Discretionary 1.24%
5 Industrials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$37K ﹤0.01%
+900
2002
$37K ﹤0.01%
2,281
-126
2003
$37K ﹤0.01%
729
-58
2004
$37K ﹤0.01%
+800
2005
$37K ﹤0.01%
2,256
+305
2006
$37K ﹤0.01%
912
-142
2007
$37K ﹤0.01%
1,083
2008
$36K ﹤0.01%
1,639
-25
2009
$36K ﹤0.01%
2,749
2010
$36K ﹤0.01%
7,014
-757
2011
$36K ﹤0.01%
616
+24
2012
$36K ﹤0.01%
1,109
-35
2013
$36K ﹤0.01%
3,979
-1,563
2014
$35K ﹤0.01%
2,260
+1,186
2015
$35K ﹤0.01%
5,010
2016
$35K ﹤0.01%
565
+319
2017
$35K ﹤0.01%
10,480
2018
$35K ﹤0.01%
1,675
2019
$35K ﹤0.01%
525
2020
$35K ﹤0.01%
498
+298
2021
$35K ﹤0.01%
400
-2
2022
$34K ﹤0.01%
1,688
2023
$34K ﹤0.01%
2,771
-3,156
2024
$34K ﹤0.01%
3,069
-643
2025
$34K ﹤0.01%
3,312
-23
79 80
81
82 83