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
$9.22B
AUM Growth
+$7.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,429
New
Increased
Reduced
Closed

Top Buys

1
+$787M
2
+$759M
3
+$527M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$408M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$378M

Top Sells

1
+$8.12M
2
+$6.47M
3
+$4.65M
4
EFX icon
Equifax
EFX
+$4.53M
5
SHW icon
Sherwin-Williams
SHW
+$3.16M

Sector Composition

1 Financials 2.71%
2 Technology 2.49%
3 Healthcare 2.48%
4 Industrials 2.16%
5 Consumer Discretionary 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3K ﹤0.01%
+69
2002
$3K ﹤0.01%
+166
2003
$3K ﹤0.01%
+75
2004
$3K ﹤0.01%
+242
2005
$3K ﹤0.01%
+359
2006
$3K ﹤0.01%
+287
2007
$3K ﹤0.01%
+44
2008
$3K ﹤0.01%
+74
2009
$3K ﹤0.01%
+130
2010
$3K ﹤0.01%
+1,500
2011
$3K ﹤0.01%
+121
2012
$3K ﹤0.01%
+69
2013
$3K ﹤0.01%
+248
2014
$2K ﹤0.01%
+188
2015
$2K ﹤0.01%
+106
2016
$2K ﹤0.01%
+124
2017
$2K ﹤0.01%
+37
2018
$2K ﹤0.01%
+25
2019
$2K ﹤0.01%
+358
2020
$2K ﹤0.01%
+133
2021
$2K ﹤0.01%
+73
2022
$2K ﹤0.01%
+42
2023
$2K ﹤0.01%
+121
2024
$2K ﹤0.01%
+56
2025
$2K ﹤0.01%
+35
79 80
81
82 83