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
$77.4B
AUM Growth
+$5.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,736
New
Increased
Reduced
Closed

Top Buys

1
+$641M
2
+$512M
3
+$215M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$197M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$137M

Top Sells

1
+$421M
2
+$93.5M
3
+$40.4M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$25.6M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$23.1M

Sector Composition

1 Technology 3.08%
2 Financials 1.33%
3 Consumer Discretionary 1.24%
4 Healthcare 1.2%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$44.5K ﹤0.01%
+1,024
2027
$44.4K ﹤0.01%
739
-5
2028
$44.2K ﹤0.01%
+8,271
2029
$44K ﹤0.01%
2,922
2030
$44K ﹤0.01%
1,419
-162
2031
$43.6K ﹤0.01%
9,149
+8,809
2032
$43.6K ﹤0.01%
14,442
+6,620
2033
$43.4K ﹤0.01%
595
-1
2034
$43.3K ﹤0.01%
3,380
-70
2035
$43.3K ﹤0.01%
196
-244
2036
$43.1K ﹤0.01%
126
+91
2037
$43.1K ﹤0.01%
1,216
-517
2038
$42.9K ﹤0.01%
830
-53
2039
$42.9K ﹤0.01%
7,275
2040
$42.7K ﹤0.01%
2,262
+1,742
2041
$42.6K ﹤0.01%
1,335
+101
2042
$42.5K ﹤0.01%
4,220
+27
2043
$42.5K ﹤0.01%
1,106
+106
2044
$42.3K ﹤0.01%
4,629
2045
$42.2K ﹤0.01%
508
2046
$42.2K ﹤0.01%
2,248
-955
2047
$42K ﹤0.01%
2,845
2048
$42K ﹤0.01%
+2,137
2049
$42K ﹤0.01%
1,173
-94
2050
$41.7K ﹤0.01%
892
+793
80 81
82
83 84