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

Top Buys

1
+$356M
2
+$310M
3
+$174M
4
BND icon
Vanguard Total Bond Market
BND
+$166M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$80.3M

Top Sells

1
+$161M
2
+$48.1M
3
+$42.3M
4
USB icon
US Bancorp
USB
+$14.7M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$12.9M

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%
47
2002
$5K ﹤0.01%
+42
2003
$5K ﹤0.01%
58
2004
$5K ﹤0.01%
290
2005
$5K ﹤0.01%
344
-73
2006
$5K ﹤0.01%
150
+64
2007
$5K ﹤0.01%
206
2008
$5K ﹤0.01%
+75
2009
$5K ﹤0.01%
+400
2010
$5K ﹤0.01%
180
2011
$5K ﹤0.01%
400
2012
$5K ﹤0.01%
132
+54
2013
$5K ﹤0.01%
322
2014
$5K ﹤0.01%
102
2015
$5K ﹤0.01%
879
+715
2016
$5K ﹤0.01%
+70
2017
$5K ﹤0.01%
84
-791
2018
$5K ﹤0.01%
1,378
-1,600
2019
$5K ﹤0.01%
53
+33
2020
$5K ﹤0.01%
+69
2021
$5K ﹤0.01%
+200
2022
$5K ﹤0.01%
+50
2023
$5K ﹤0.01%
150
2024
$5K ﹤0.01%
194
+126
2025
$5K ﹤0.01%
+248
79 80
81
82 83