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
$25.9B
AUM Growth
-$3.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,890
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$302M
3
+$195M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$189M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$133M

Top Sells

1
+$142M
2
+$103M
3
+$29.6M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$24.7M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$23.7M

Sector Composition

1 Technology 2.43%
2 Financials 1.55%
3 Healthcare 1.38%
4 Consumer Discretionary 1.21%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$6K ﹤0.01%
143
-4
2027
$6K ﹤0.01%
1,227
+71
2028
$6K ﹤0.01%
112
2029
$6K ﹤0.01%
207
2030
$6K ﹤0.01%
+1,191
2031
$6K ﹤0.01%
518
+68
2032
$6K ﹤0.01%
128
2033
$6K ﹤0.01%
166
-6,841
2034
$6K ﹤0.01%
+7,150
2035
$6K ﹤0.01%
963
-1,433
2036
$6K ﹤0.01%
+614
2037
$6K ﹤0.01%
195
-79
2038
$6K ﹤0.01%
+91
2039
$6K ﹤0.01%
+55
2040
$6K ﹤0.01%
496
2041
$6K ﹤0.01%
359
2042
$6K ﹤0.01%
+145
2043
$6K ﹤0.01%
100
2044
$6K ﹤0.01%
207
2045
$5K ﹤0.01%
304
-304
2046
$5K ﹤0.01%
99
+20
2047
$5K ﹤0.01%
951
2048
$5K ﹤0.01%
90
-30
2049
$5K ﹤0.01%
+203
2050
$5K ﹤0.01%
+161
80 81
82
83 84