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
$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
– –
-2,351
2002
– –
-5,027
2003
– –
-1,019
2004
$0 ﹤0.01%
25
2005
– –
-286
2006
– –
-250
2007
– –
-6,650
2008
– –
-100
2009
– –
-100
2010
– –
-593
2011
– –
-720
2012
– –
-1,000
2013
$0 ﹤0.01%
+148
2014
– –
0
2015
– –
-14
2016
– –
0
2017
– –
-520
2018
$0 ﹤0.01%
242
2019
– –
-100
2020
– –
0
2021
– –
-2,625
2022
– –
-750
2023
$0 ﹤0.01%
+12
2024
– –
-11
2025
– –
-8
79 80
81
82 83