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
$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 +$19.5M
3 +$16.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$12M

Top Sells

1 +$8.25M
2 +$7.1M
3 +$6.6M
4
DHR icon
Danaher
DHR
+$4.52M
5
VTV icon
Vanguard Value ETF
VTV
+$3.52M

Sector Composition

1 Technology 4.35%
2 Healthcare 4.18%
3 Industrials 3.12%
4 Consumer Staples 2.92%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
-1,434
2027
-2
2028
-25
2029
-779
2030
-350
2031
$0 ﹤0.01%
5
-44
2032
-320
2033
-385
2034
-57
2035
-2
2036
-100
2037
-200
2038
-72
2039
-500
2040
-83
2041
-101
2042
-2,695
2043
-88
2044
-205
2045
-74
2046
-1,425
2047
-25
2048
-5
2049
-14
2050
-381