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
$76.9B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,633
New
Increased
Reduced
Closed

Top Buys

1
+$1.39B
2
+$621M
3
+$303M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$209M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$204M

Top Sells

1
+$765M
2
+$759M
3
+$77M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$58.7M
5
VT icon
Vanguard Total World Stock ETF
VT
+$44.8M

Sector Composition

1 Technology 2.94%
2 Financials 1.3%
3 Healthcare 1.21%
4 Consumer Discretionary 1.13%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$42K ﹤0.01%
202
+69
2027
$41.8K ﹤0.01%
614
-511
2028
$41.6K ﹤0.01%
3,380
2029
$41.6K ﹤0.01%
2,839
2030
$41.5K ﹤0.01%
1,054
2031
$41.3K ﹤0.01%
2,137
2032
$41.3K ﹤0.01%
1,900
2033
$41.2K ﹤0.01%
4,522
-1,274
2034
$41K ﹤0.01%
6,739
-4,791
2035
$40.9K ﹤0.01%
207
+7
2036
$40.7K ﹤0.01%
4,758
+129
2037
$40.6K ﹤0.01%
2,845
2038
$40.6K ﹤0.01%
2,111
-5,535
2039
$40.4K ﹤0.01%
3,025
-591
2040
$40.4K ﹤0.01%
1,294
+103
2041
$40.2K ﹤0.01%
592
-97
2042
$40.1K ﹤0.01%
2,628
+366
2043
$39.9K ﹤0.01%
1,447
+287
2044
$39.8K ﹤0.01%
4,220
2045
$39.8K ﹤0.01%
821
2046
$39.6K ﹤0.01%
676
-28,490
2047
$39.6K ﹤0.01%
1,173
2048
$39.4K ﹤0.01%
883
+656
2049
$39K ﹤0.01%
1,676
+1,263
2050
$39K ﹤0.01%
370
+201
80 81
82
83 84