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
$3.57B
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,057
New
Increased
Reduced
Closed

Top Buys

1 +$31.6M
2 +$19.7M
3 +$16.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$12.6M

Top Sells

1 +$8.25M
2 +$7.33M
3 +$6.62M
4
DHR icon
Danaher
DHR
+$4.49M
5
VTV icon
Vanguard Value ETF
VTV
+$3.5M

Sector Composition

1 Technology 4.36%
2 Healthcare 4.18%
3 Industrials 3.11%
4 Consumer Staples 2.92%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
-81
2027
-200
2028
-813
2029
-233
2030
-315
2031
$0 ﹤0.01%
+24
2032
-15
2033
-100
2034
-358
2035
-105
2036
-100
2037
-450
2038
$0 ﹤0.01%
+10
2039
-632
2040
-200
2041
-82
2042
-597
2043
-728
2044
-42
2045
-74
2046
-119
2047
-279
2048
$0 ﹤0.01%
15
2049
-7,307
2050
-63