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
$6.18B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,425
New
Increased
Reduced
Closed

Top Buys

1
+$227M
2
+$118M
3
+$87.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.5M
5
BND icon
Vanguard Total Bond Market
BND
+$83.1M

Top Sells

1
+$29.8M
2
+$18.2M
3
+$12M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.69M
5
PHM icon
Pultegroup
PHM
+$8.67M

Sector Composition

1 Healthcare 3.21%
2 Technology 2.97%
3 Financials 2.52%
4 Consumer Discretionary 2.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
200
-75
2002
$1K ﹤0.01%
+52
2003
$1K ﹤0.01%
+60
2004
$1K ﹤0.01%
+15
2005
$1K ﹤0.01%
50
2006
$1K ﹤0.01%
+23
2007
$1K ﹤0.01%
56
2008
$1K ﹤0.01%
46
-54
2009
$1K ﹤0.01%
+49
2010
$1K ﹤0.01%
+93
2011
$1K ﹤0.01%
+9
2012
$1K ﹤0.01%
+33
2013
$1K ﹤0.01%
+87
2014
$1K ﹤0.01%
47
+17
2015
$1K ﹤0.01%
+33
2016
$1K ﹤0.01%
+32
2017
$1K ﹤0.01%
+11
2018
$1K ﹤0.01%
+34
2019
$1K ﹤0.01%
+5
2020
$1K ﹤0.01%
+19
2021
$1K ﹤0.01%
+42
2022
$1K ﹤0.01%
+17
2023
$1K ﹤0.01%
+12
2024
$1K ﹤0.01%
+245
2025
$1K ﹤0.01%
+45
79 80
81
82 83