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
$22.8B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,830
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$292M
3
+$146M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112M

Top Sells

1
+$202M
2
+$91.8M
3
+$76.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$52.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$50.5M

Sector Composition

1 Technology 2.23%
2 Financials 1.74%
3 Healthcare 1.58%
4 Consumer Discretionary 1.44%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$8K ﹤0.01%
128
2027
$8K ﹤0.01%
375
-311
2028
$8K ﹤0.01%
+365
2029
$8K ﹤0.01%
309
+209
2030
$8K ﹤0.01%
60
-25
2031
$8K ﹤0.01%
+375
2032
$7K ﹤0.01%
714
2033
$7K ﹤0.01%
207
-42,025
2034
$7K ﹤0.01%
222
-1,661
2035
$7K ﹤0.01%
98
2036
$7K ﹤0.01%
281
+151
2037
$7K ﹤0.01%
1,329
2038
$7K ﹤0.01%
+212
2039
$7K ﹤0.01%
+322
2040
$7K ﹤0.01%
+145
2041
$7K ﹤0.01%
1,001
2042
$7K ﹤0.01%
152
+16
2043
$7K ﹤0.01%
1,000
2044
$7K ﹤0.01%
426
2045
$7K ﹤0.01%
163
+60
2046
$7K ﹤0.01%
+66
2047
$7K ﹤0.01%
300
-139
2048
$7K ﹤0.01%
+108
2049
$7K ﹤0.01%
2,012
2050
$7K ﹤0.01%
17
-23
80 81
82
83 84