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
$17.9B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,609
New
Increased
Reduced
Closed

Top Buys

1
+$355M
2
+$332M
3
+$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1
+$171M
2
+$45.8M
3
+$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

Sector Composition

1 Technology 2.37%
2 Financials 2.01%
3 Healthcare 1.78%
4 Consumer Discretionary 1.56%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$5K ﹤0.01%
290
2002
$5K ﹤0.01%
344
-73
2003
$5K ﹤0.01%
150
+64
2004
$5K ﹤0.01%
206
2005
$5K ﹤0.01%
+75
2006
$5K ﹤0.01%
+400
2007
$5K ﹤0.01%
180
2008
$5K ﹤0.01%
400
2009
$5K ﹤0.01%
132
+54
2010
$5K ﹤0.01%
+198
2011
$5K ﹤0.01%
322
2012
$5K ﹤0.01%
102
2013
$5K ﹤0.01%
905
+736
2014
$5K ﹤0.01%
+70
2015
$5K ﹤0.01%
84
-791
2016
$5K ﹤0.01%
1,378
-1,600
2017
$5K ﹤0.01%
53
+33
2018
$5K ﹤0.01%
+69
2019
$5K ﹤0.01%
+200
2020
$5K ﹤0.01%
+50
2021
$5K ﹤0.01%
150
2022
$5K ﹤0.01%
194
+126
2023
$5K ﹤0.01%
+248
2024
$5K ﹤0.01%
51
2025
$5K ﹤0.01%
+155
79 80
81
82 83