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
$58.2B
AUM Growth
-$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,631
New
Increased
Reduced
Closed

Top Buys

1
+$564M
2
+$274M
3
+$242M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$236M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$170M

Top Sells

1
+$116M
2
+$105M
3
+$51.8M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$49.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$31.9M

Sector Composition

1 Technology 2.65%
2 Financials 1.38%
3 Healthcare 1.35%
4 Consumer Discretionary 1.15%
5 Communication Services 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$35K ﹤0.01%
3,931
2027
$35K ﹤0.01%
277
-79
2028
$35K ﹤0.01%
115
2029
$35K ﹤0.01%
159
-164
2030
$35K ﹤0.01%
354
+110
2031
$35K ﹤0.01%
4,142
+1,353
2032
$35K ﹤0.01%
745
-2,188
2033
$35K ﹤0.01%
6,179
-118
2034
$35K ﹤0.01%
+1,600
2035
$34K ﹤0.01%
692
2036
$34K ﹤0.01%
1,256
2037
$34K ﹤0.01%
278
-224
2038
$34K ﹤0.01%
2,910
-4,961
2039
$34K ﹤0.01%
1,085
2040
$34K ﹤0.01%
2,438
-292
2041
$34K ﹤0.01%
449
+212
2042
$34K ﹤0.01%
731
2043
$34K ﹤0.01%
974
+141
2044
$33K ﹤0.01%
853
2045
$33K ﹤0.01%
1,431
+150
2046
$33K ﹤0.01%
1,870
2047
$33K ﹤0.01%
2,500
2048
$33K ﹤0.01%
527
+28
2049
$33K ﹤0.01%
1,020
-2,347
2050
$33K ﹤0.01%
461
80 81
82
83 84