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

Top Buys

1
+$349M
2
+$179M
3
+$170M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$48.9M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$10.8M
4
WFC icon
Wells Fargo
WFC
+$8.43M
5
OMC icon
Omnicom Group
OMC
+$6.76M

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%
+372
2002
$4K ﹤0.01%
+377
2003
$4K ﹤0.01%
+116
2004
$4K ﹤0.01%
4,000
2005
$4K ﹤0.01%
91
+28
2006
$4K ﹤0.01%
100
+31
2007
$4K ﹤0.01%
500
2008
$3K ﹤0.01%
+500
2009
$3K ﹤0.01%
57
2010
$3K ﹤0.01%
+139
2011
$3K ﹤0.01%
39
+21
2012
$3K ﹤0.01%
8
2013
$3K ﹤0.01%
951
2014
$3K ﹤0.01%
+334
2015
$3K ﹤0.01%
+73
2016
$3K ﹤0.01%
+100
2017
$3K ﹤0.01%
+180
2018
$3K ﹤0.01%
+64
2019
$3K ﹤0.01%
290
2020
$3K ﹤0.01%
138
-1,038
2021
$3K ﹤0.01%
+77
2022
$3K ﹤0.01%
+37
2023
$3K ﹤0.01%
67
+62
2024
$3K ﹤0.01%
118
2025
$3K ﹤0.01%
202
79 80
81
82 83