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
$54.7B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,363
New
Increased
Reduced
Closed

Top Buys

1 +$492M
2 +$205M
3 +$187M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$141M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1 +$33.9M
2 +$31.2M
3 +$18.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$13.6M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.8M

Sector Composition

1 Technology 2.96%
2 Financials 1.62%
3 Consumer Discretionary 1.34%
4 Healthcare 1.18%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$34K ﹤0.01%
1,500
2027
$34K ﹤0.01%
731
2028
$34K ﹤0.01%
226
2029
$34K ﹤0.01%
722
+82
2030
$33K ﹤0.01%
479
2031
$33K ﹤0.01%
2,206
2032
$33K ﹤0.01%
684
+101
2033
$33K ﹤0.01%
1,329
+13
2034
$33K ﹤0.01%
752
2035
$33K ﹤0.01%
321
2036
$33K ﹤0.01%
290
-116
2037
$33K ﹤0.01%
600
2038
$33K ﹤0.01%
2,136
+16
2039
$33K ﹤0.01%
636
+42
2040
$33K ﹤0.01%
1,000
2041
$33K ﹤0.01%
269
+137
2042
$33K ﹤0.01%
3,294
+690
2043
$32K ﹤0.01%
556
+280
2044
$32K ﹤0.01%
+724
2045
$32K ﹤0.01%
370
+77
2046
$32K ﹤0.01%
+99
2047
$32K ﹤0.01%
1,909
+1,809
2048
$32K ﹤0.01%
+3,178
2049
$31K ﹤0.01%
+2,500
2050
$31K ﹤0.01%
328