Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.57B
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,057
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$19.5M
3
+$16.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$12M

Top Sells

1
+$8.25M
2
+$7.1M
3
+$6.6M
4
DHR icon
Danaher
DHR
+$4.52M
5
VTV icon
Vanguard Value ETF
VTV
+$3.52M

Sector Composition

1 Technology 4.35%
2 Healthcare 4.18%
3 Industrials 3.12%
4 Consumer Staples 2.92%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-7,307
2002
– –
-63
2003
– –
-50
2004
– –
-177
2005
– –
-42
2006
– –
-48
2007
– –
-91
2008
– –
-1,434
2009
– –
-2
2010
– –
-25
2011
– –
-779
2012
– –
-350
2013
$0 ﹤0.01%
5
-44
2014
– –
-320
2015
– –
-385
2016
– –
-57
2017
– –
-2
2018
– –
-100
2019
– –
-200
2020
– –
-500
2021
– –
-83
2022
– –
-101
2023
– –
-2,695
2024
– –
-88
2025
– –
-205
79 80
81
82 83