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
$24.9B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,862
New
Increased
Reduced
Closed

Top Buys

1
+$344M
2
+$168M
3
+$134M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$97.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$96.7M

Top Sells

1
+$13.3M
2
+$11.8M
3
+$11.4M
4
EMR icon
Emerson Electric
EMR
+$11.3M
5
CHDN icon
Churchill Downs
CHDN
+$7.76M

Sector Composition

1 Technology 2.17%
2 Financials 1.75%
3 Healthcare 1.44%
4 Consumer Discretionary 1.36%
5 Industrials 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$9K ﹤0.01%
100
2002
$9K ﹤0.01%
192
2003
$8K ﹤0.01%
98
2004
$8K ﹤0.01%
+200
2005
$8K ﹤0.01%
150
-143
2006
$8K ﹤0.01%
+860
2007
$8K ﹤0.01%
+377
2008
$8K ﹤0.01%
229
+47
2009
$8K ﹤0.01%
471
2010
$8K ﹤0.01%
150
+103
2011
$8K ﹤0.01%
174
2012
$8K ﹤0.01%
215
-987
2013
$8K ﹤0.01%
1,324
2014
$8K ﹤0.01%
+352
2015
$8K ﹤0.01%
49
-9
2016
$8K ﹤0.01%
234
-920
2017
$8K ﹤0.01%
87
-7,019
2018
$8K ﹤0.01%
1,000
2019
$8K ﹤0.01%
2,012
2020
$8K ﹤0.01%
910
2021
$8K ﹤0.01%
+270
2022
$8K ﹤0.01%
1,236
+173
2023
$8K ﹤0.01%
150
-1,461
2024
$8K ﹤0.01%
410
+162
2025
$8K ﹤0.01%
128
79 80
81
82 83