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
$77.4B
AUM Growth
+$5.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1
+$641M
2
+$512M
3
+$215M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$197M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$137M

Top Sells

1
+$421M
2
+$93.5M
3
+$40.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$25.6M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$23.1M

Sector Composition

1 Technology 3.08%
2 Financials 1.33%
3 Consumer Discretionary 1.24%
4 Healthcare 1.2%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$47.5K ﹤0.01%
336
+9
2002
$47.3K ﹤0.01%
857
-42
2003
$47.2K ﹤0.01%
2,232
2004
$47.1K ﹤0.01%
782
-30
2005
$46.8K ﹤0.01%
+1,791
2006
$46.5K ﹤0.01%
9,540
-400
2007
$46.4K ﹤0.01%
2,702
+1,578
2008
$46.3K ﹤0.01%
1,029
-55
2009
$46.3K ﹤0.01%
728
+697
2010
$46.2K ﹤0.01%
+546
2011
$46.1K ﹤0.01%
689
-111
2012
$46.1K ﹤0.01%
1,356
-476
2013
$46K ﹤0.01%
1,010
+37
2014
$46K ﹤0.01%
+1,110
2015
$46K ﹤0.01%
1,150
-1,875
2016
$45.9K ﹤0.01%
824
+265
2017
$45.9K ﹤0.01%
3,616
2018
$45.7K ﹤0.01%
1,083
2019
$45.4K ﹤0.01%
1,639
-5
2020
$45.3K ﹤0.01%
4,363
+74
2021
$45.3K ﹤0.01%
4,221
+610
2022
$44.9K ﹤0.01%
400
2023
$44.8K ﹤0.01%
+2,510
2024
$44.8K ﹤0.01%
+5,000
2025
$44.6K ﹤0.01%
746
79 80
81
82 83