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
$15.7B
AUM Growth
+$1.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,575
New
Increased
Reduced
Closed

Top Buys

1
+$340M
2
+$180M
3
+$170M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$75.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$47.6M

Top Sells

1
+$11.1M
2
+$10.5M
3
+$10.4M
4
WFC icon
Wells Fargo
WFC
+$7.85M
5
OMC icon
Omnicom Group
OMC
+$6.66M

Sector Composition

1 Financials 2.34%
2 Technology 2.25%
3 Healthcare 1.92%
4 Industrials 1.64%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$4K ﹤0.01%
+377
2002
$4K ﹤0.01%
+116
2003
$4K ﹤0.01%
4,000
2004
$4K ﹤0.01%
91
+28
2005
$4K ﹤0.01%
100
+31
2006
$4K ﹤0.01%
500
2007
$3K ﹤0.01%
913
-116
2008
$3K ﹤0.01%
165
2009
$3K ﹤0.01%
8
2010
$3K ﹤0.01%
951
2011
$3K ﹤0.01%
+334
2012
$3K ﹤0.01%
+73
2013
$3K ﹤0.01%
+100
2014
$3K ﹤0.01%
+180
2015
$3K ﹤0.01%
+64
2016
$3K ﹤0.01%
290
2017
$3K ﹤0.01%
138
-1,038
2018
$3K ﹤0.01%
+77
2019
$3K ﹤0.01%
+37
2020
$3K ﹤0.01%
67
+62
2021
$3K ﹤0.01%
118
2022
$3K ﹤0.01%
202
2023
$3K ﹤0.01%
592
-336
2024
$3K ﹤0.01%
84
-466
2025
$3K ﹤0.01%
+30
79 80
81
82 83