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
$66.1B
AUM Growth
+$8.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$858M
2
+$628M
3
+$529M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$412M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$215M

Top Sells

1
+$1.23B
2
+$627M
3
+$76.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$24.8M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$24.4M

Sector Composition

1 Technology 2.41%
2 Financials 1.35%
3 Healthcare 1.33%
4 Consumer Discretionary 1.05%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$38.3K ﹤0.01%
+905
2002
$38K ﹤0.01%
3,902
-19,082
2003
$37.8K ﹤0.01%
3,611
-1,570
2004
$37.8K ﹤0.01%
350
+8
2005
$37.7K ﹤0.01%
692
2006
$37.6K ﹤0.01%
657
+563
2007
$37.6K ﹤0.01%
2,506
-3,685
2008
$37.4K ﹤0.01%
+1,470
2009
$37.4K ﹤0.01%
109
+88
2010
$37.3K ﹤0.01%
912
2011
$37.2K ﹤0.01%
850
2012
$37.1K ﹤0.01%
880
2013
$37.1K ﹤0.01%
3,580
+2,015
2014
$36.8K ﹤0.01%
901
+48
2015
$36.4K ﹤0.01%
461
2016
$36.4K ﹤0.01%
1,109
-800
2017
$36.4K ﹤0.01%
13,523
-37
2018
$36.3K ﹤0.01%
1,126
-193
2019
$36.2K ﹤0.01%
2,009
2020
$35.9K ﹤0.01%
627
-682
2021
$35.8K ﹤0.01%
1,083
2022
$35.6K ﹤0.01%
3,532
+2,400
2023
$35.6K ﹤0.01%
3,250
-1,750
2024
$35.5K ﹤0.01%
731
2025
$35.5K ﹤0.01%
828
+1
79 80
81
82 83