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
$16.5B
AUM Growth
+$784M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,588
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$166M
3
+$86.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$34.7M

Top Sells

1
+$9.63M
2
+$8.5M
3
+$8.03M
4
CHDN icon
Churchill Downs
CHDN
+$7.97M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.39M

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.88%
4 Industrials 1.61%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3K ﹤0.01%
7,500
2002
$3K ﹤0.01%
50
2003
$3K ﹤0.01%
115
-50
2004
$3K ﹤0.01%
+315
2005
$3K ﹤0.01%
81
2006
$3K ﹤0.01%
42
2007
$3K ﹤0.01%
926
-1,254
2008
$3K ﹤0.01%
52
-20
2009
$3K ﹤0.01%
187
+72
2010
$3K ﹤0.01%
+150
2011
$3K ﹤0.01%
163
+6
2012
$3K ﹤0.01%
1,136
+223
2013
$3K ﹤0.01%
165
2014
$3K ﹤0.01%
66
2015
$3K ﹤0.01%
228
-428
2016
$3K ﹤0.01%
4,000
2017
$3K ﹤0.01%
+112
2018
$3K ﹤0.01%
195
+139
2019
$3K ﹤0.01%
69
2020
$2K ﹤0.01%
+32
2021
$2K ﹤0.01%
+50
2022
$2K ﹤0.01%
100
2023
$2K ﹤0.01%
+100
2024
$2K ﹤0.01%
+1,177
2025
$2K ﹤0.01%
+120
79 80
81
82 83