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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$80.4M
3
+$63.6M
4
BND icon
Vanguard Total Bond Market
BND
+$62.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$57.5M

Top Sells

1
+$102M
2
+$44.9M
3
+$24.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.2M
5
SKT icon
Tanger
SKT
+$6.91M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.75%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
+18
2002
$1K ﹤0.01%
19
2003
$1K ﹤0.01%
16
-129
2004
$1K ﹤0.01%
160
-1,227
2005
$1K ﹤0.01%
32
2006
$1K ﹤0.01%
+7
2007
$1K ﹤0.01%
+138
2008
$1K ﹤0.01%
200
2009
$1K ﹤0.01%
+170
2010
$1K ﹤0.01%
145
-83
2011
$1K ﹤0.01%
49
+3
2012
$1K ﹤0.01%
12
2013
$1K ﹤0.01%
+54
2014
$1K ﹤0.01%
250
-500
2015
$1K ﹤0.01%
32
-197
2016
$1K ﹤0.01%
10
2017
$1K ﹤0.01%
+550
2018
$1K ﹤0.01%
27
2019
$1K ﹤0.01%
98
+61
2020
$1K ﹤0.01%
14
2021
$1K ﹤0.01%
+42
2022
$1K ﹤0.01%
11
2023
$1K ﹤0.01%
87
2024
$1K ﹤0.01%
26
-483
2025
$1K ﹤0.01%
159
79 80
81
82 83