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
$57.3B
AUM Growth
-$879M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,555
New
Increased
Reduced
Closed

Top Buys

1
+$423M
2
+$205M
3
+$149M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1
+$37.7M
2
+$36.5M
3
+$30.9M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$29.9M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$29.3M

Sector Composition

1 Technology 2.65%
2 Healthcare 1.37%
3 Financials 1.36%
4 Consumer Discretionary 1.24%
5 Industrials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$34K ﹤0.01%
1,962
2027
$34K ﹤0.01%
158
-39
2028
$33K ﹤0.01%
853
2029
$33K ﹤0.01%
300
-572
2030
$33K ﹤0.01%
372
+35
2031
$33K ﹤0.01%
2,133
+1,563
2032
$33K ﹤0.01%
1,134
+998
2033
$33K ﹤0.01%
541
+268
2034
$33K ﹤0.01%
1,495
-21,041
2035
$33K ﹤0.01%
974
2036
$33K ﹤0.01%
1,396
+100
2037
$33K ﹤0.01%
2,009
+1,314
2038
$33K ﹤0.01%
+4,801
2039
$32K ﹤0.01%
731
2040
$32K ﹤0.01%
766
-82
2041
$32K ﹤0.01%
2,620
2042
$32K ﹤0.01%
4,033
+102
2043
$32K ﹤0.01%
284
2044
$32K ﹤0.01%
342
+30
2045
$32K ﹤0.01%
461
2046
$32K ﹤0.01%
1,500
2047
$32K ﹤0.01%
401
+196
2048
$31K ﹤0.01%
298
-144
2049
$31K ﹤0.01%
+858
2050
$31K ﹤0.01%
3,191
-251
80 81
82
83 84