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
$19.8B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,810
New
Increased
Reduced
Closed

Top Buys

1
+$344M
2
+$174M
3
+$166M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$101M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$84.7M

Top Sells

1
+$12M
2
+$8.89M
3
+$8.19M
4
PCAR icon
PACCAR
PCAR
+$8.14M
5
BUD icon
AB InBev
BUD
+$7.8M

Sector Composition

1 Technology 2.56%
2 Financials 2.02%
3 Healthcare 1.87%
4 Consumer Discretionary 1.55%
5 Industrials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$8K ﹤0.01%
+47
2002
$8K ﹤0.01%
122
2003
$8K ﹤0.01%
285
2004
$8K ﹤0.01%
313
+2
2005
$8K ﹤0.01%
+250
2006
$8K ﹤0.01%
381
+30
2007
$8K ﹤0.01%
747
-1
2008
$8K ﹤0.01%
236
+26
2009
$8K ﹤0.01%
1,295
+82
2010
$7K ﹤0.01%
402
-1,947
2011
$7K ﹤0.01%
954
+3
2012
$7K ﹤0.01%
73
-41
2013
$7K ﹤0.01%
249
+99
2014
$7K ﹤0.01%
+225
2015
$7K ﹤0.01%
200
2016
$7K ﹤0.01%
+285
2017
$7K ﹤0.01%
309
+277
2018
$7K ﹤0.01%
85
+49
2019
$7K ﹤0.01%
70
2020
$7K ﹤0.01%
500
2021
$7K ﹤0.01%
+206
2022
$7K ﹤0.01%
305
+107
2023
$7K ﹤0.01%
+90
2024
$7K ﹤0.01%
+297
2025
$7K ﹤0.01%
324
-235
79 80
81
82 83