Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,079
New
Increased
Reduced
Closed

Top Buys

1
+$1.3B
2
+$947M
3
+$684M
4
INTF icon
iShares International Equity Factor ETF
INTF
+$515M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$341M

Top Sells

1
+$2.12B
2
+$341M
3
+$245M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$111M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$71.9M

Sector Composition

1 Technology 3.57%
2 Financials 1.29%
3 Communication Services 1.14%
4 Consumer Discretionary 1.07%
5 Industrials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$98.3K ﹤0.01%
+3,415
2002
$98.2K ﹤0.01%
2,804
2003
$98.1K ﹤0.01%
+74,596
2004
$97.7K ﹤0.01%
1,159
+171
2005
$97.3K ﹤0.01%
1,132
+980
2006
$96.8K ﹤0.01%
7,330
+118
2007
$96.7K ﹤0.01%
4,056
+584
2008
$96.6K ﹤0.01%
889
+35
2009
$96.5K ﹤0.01%
3,050
-2,122
2010
$96.2K ﹤0.01%
2,560
-7,231
2011
$96.2K ﹤0.01%
2,096
+249
2012
$95.9K ﹤0.01%
1,863
-80
2013
$95.5K ﹤0.01%
3,279
+454
2014
$95.2K ﹤0.01%
348
-2
2015
$94.9K ﹤0.01%
44,552
+5
2016
$94.4K ﹤0.01%
344
+15
2017
$94.2K ﹤0.01%
2,124
2018
$94.2K ﹤0.01%
1,242
+6
2019
$94.2K ﹤0.01%
4,620
-1,525
2020
$93.6K ﹤0.01%
+511
2021
$93.2K ﹤0.01%
2,899
+653
2022
$93.2K ﹤0.01%
1,759
-1,087
2023
$92.8K ﹤0.01%
1,033
-15
2024
$92.7K ﹤0.01%
+3,351
2025
$92.5K ﹤0.01%
2,538
+1
79 80
81
82 83