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Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $162B
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.35%
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
+$215M
2
+$113M
3
+$82.8M
4
BND icon
Vanguard Total Bond Market
BND
+$82.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.3M

Top Sells

1
+$27M
2
+$17M
3
+$12.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.37M
5
PHM icon
Pultegroup
PHM
+$7.92M

Sector Composition

1 Healthcare 3.21%
2 Technology 2.96%
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%
56
2002
$1K ﹤0.01%
46
-54
2003
$1K ﹤0.01%
+49
2004
$1K ﹤0.01%
+107
2005
$1K ﹤0.01%
+23
2006
$1K ﹤0.01%
72
-80
2007
$1K ﹤0.01%
+93
2008
$1K ﹤0.01%
+9
2009
$1K ﹤0.01%
+33
2010
$1K ﹤0.01%
+87
2011
$1K ﹤0.01%
47
+17
2012
$1K ﹤0.01%
+33
2013
$1K ﹤0.01%
+32
2014
$1K ﹤0.01%
+11
2015
$1K ﹤0.01%
+34
2016
$1K ﹤0.01%
+5
2017
$1K ﹤0.01%
+19
2018
$1K ﹤0.01%
+42
2019
$1K ﹤0.01%
+17
2020
$1K ﹤0.01%
+12
2021
$1K ﹤0.01%
+45
2022
$1K ﹤0.01%
74
-6,041
2023
$1K ﹤0.01%
+17
2024
$1K ﹤0.01%
+60
2025
$1K ﹤0.01%
+36
79 80
81
82 83