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

Top Buys

1
+$188M
2
+$81.2M
3
+$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$63.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$58.5M

Top Sells

1
+$98.4M
2
+$44.8M
3
+$25.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
SKT icon
Tanger
SKT
+$7.63M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.76%
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%
160
-1,227
2002
$1K ﹤0.01%
32
2003
$1K ﹤0.01%
+7
2004
$1K ﹤0.01%
+138
2005
$1K ﹤0.01%
200
2006
$1K ﹤0.01%
+170
2007
$1K ﹤0.01%
145
-83
2008
$1K ﹤0.01%
49
+3
2009
$1K ﹤0.01%
12
2010
$1K ﹤0.01%
+54
2011
$1K ﹤0.01%
250
-500
2012
$1K ﹤0.01%
32
-197
2013
$1K ﹤0.01%
10
2014
$1K ﹤0.01%
+550
2015
$1K ﹤0.01%
27
2016
$1K ﹤0.01%
98
+61
2017
$1K ﹤0.01%
14
2018
$1K ﹤0.01%
+42
2019
$1K ﹤0.01%
11
2020
$1K ﹤0.01%
87
2021
$1K ﹤0.01%
26
-483
2022
$1K ﹤0.01%
159
2023
$1K ﹤0.01%
+39
2024
$1K ﹤0.01%
117
2025
$1K ﹤0.01%
+354
79 80
81
82 83