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
$29.3B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1
+$406M
2
+$164M
3
+$148M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$98.8M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$91.5M

Top Sells

1
+$49.4M
2
+$35.2M
3
+$20.7M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.7M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$10.4M

Sector Composition

1 Technology 2.28%
2 Financials 1.69%
3 Healthcare 1.32%
4 Consumer Discretionary 1.16%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$6K ﹤0.01%
672
2027
$6K ﹤0.01%
123
2028
$6K ﹤0.01%
180
2029
$6K ﹤0.01%
45
+40
2030
$6K ﹤0.01%
50
-21
2031
$6K ﹤0.01%
186
2032
$6K ﹤0.01%
23
+8
2033
$6K ﹤0.01%
322
+15
2034
$6K ﹤0.01%
101
-10
2035
$6K ﹤0.01%
45
-125
2036
$6K ﹤0.01%
1,228
-391
2037
$6K ﹤0.01%
284
+115
2038
$6K ﹤0.01%
86
2039
$6K ﹤0.01%
114
2040
$6K ﹤0.01%
+198
2041
$6K ﹤0.01%
75
2042
$6K ﹤0.01%
185
2043
$6K ﹤0.01%
30
2044
$6K ﹤0.01%
5
-6
2045
$6K ﹤0.01%
1,475
2046
$6K ﹤0.01%
1,511
2047
$6K ﹤0.01%
500
2048
$6K ﹤0.01%
130
2049
$6K ﹤0.01%
230
-133
2050
$6K ﹤0.01%
+86
80 81
82
83 84