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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
$12.5B
AUM Growth
+$1.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,314
New
Increased
Reduced
Closed

Top Buys

1
+$313M
2
+$203M
3
+$164M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$80.9M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$69.6M

Top Sells

1
+$144M
2
+$15.1M
3
+$7.44M
4
ESRX
Express Scripts Holding Company
ESRX
+$5.38M
5
RYN icon
Rayonier
RYN
+$4.52M

Sector Composition

1 Financials 2.4%
2 Healthcare 2.22%
3 Technology 2.19%
4 Industrials 1.77%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-58
2002
– –
-750
2003
$0 ﹤0.01%
+12
2004
– –
-11
2005
– –
-8
2006
$0 ﹤0.01%
4
+1
2007
– –
-10,026
2008
– –
-74
2009
– –
-350
2010
$0 ﹤0.01%
+1
2011
$0 ﹤0.01%
1
2012
– –
-5,545
2013
– –
-380
2014
– –
-583
2015
– –
-3,502
2016
– –
-159
2017
– –
0
2018
– –
-103
2019
– –
-1,100
2020
– –
-20
2021
– –
-500
2022
– –
-743
2023
– –
-550
2024
– –
-18
2025
– –
-161
79 80
81
82 83