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
$76.9B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,633
New
Increased
Reduced
Closed

Top Buys

1
+$1.39B
2
+$621M
3
+$303M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$209M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$204M

Top Sells

1
+$765M
2
+$759M
3
+$77M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$58.7M
5
VT icon
Vanguard Total World Stock ETF
VT
+$44.8M

Sector Composition

1 Technology 2.94%
2 Financials 1.3%
3 Healthcare 1.21%
4 Consumer Discretionary 1.13%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$44.1K ﹤0.01%
4,561
-1,345
2002
$44.1K ﹤0.01%
1,083
2003
$44.1K ﹤0.01%
+1,300
2004
$44K ﹤0.01%
4,576
+2,000
2005
$43.8K ﹤0.01%
2,147
-177
2006
$43.8K ﹤0.01%
177
+6
2007
$43.7K ﹤0.01%
1,615
+300
2008
$43.4K ﹤0.01%
631
2009
$43.3K ﹤0.01%
567
+97
2010
$43.3K ﹤0.01%
2,786
-295
2011
$43.3K ﹤0.01%
1,000
2012
$43.2K ﹤0.01%
6,448
-15,393
2013
$42.9K ﹤0.01%
3,255
-270
2014
$42.9K ﹤0.01%
2,163
+1,082
2015
$42.7K ﹤0.01%
5,000
2016
$42.7K ﹤0.01%
850
2017
$42.5K ﹤0.01%
1,150
2018
$42.5K ﹤0.01%
824
2019
$42.4K ﹤0.01%
2,012
-735
2020
$42.4K ﹤0.01%
1,419
2021
$42.3K ﹤0.01%
5,142
2022
$42.3K ﹤0.01%
947
+569
2023
$42.2K ﹤0.01%
2,121
-111
2024
$42.1K ﹤0.01%
1,340
+664
2025
$42K ﹤0.01%
3,430
+365
79 80
81
82 83