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
$5.01B
AUM Growth
+$812M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,066
New
Increased
Reduced
Closed

Top Buys

1
+$57.1M
2
+$44.9M
3
+$39.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$32.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$31.2M

Top Sells

1
+$7.38M
2
+$7.24M
3
+$6.86M
4
MCK icon
McKesson
MCK
+$6.7M
5
HCA icon
HCA Healthcare
HCA
+$6.54M

Sector Composition

1 Healthcare 3.93%
2 Technology 3.35%
3 Financials 3.08%
4 Consumer Discretionary 2.81%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-9
2027
– –
-417
2028
– –
-291
2029
$0 ﹤0.01%
+10
2030
– –
-80
2031
$0 ﹤0.01%
+10
2032
– –
-48
2033
– –
-188
2034
– –
-264
2035
– –
-74
2036
– –
-42
2037
$0 ﹤0.01%
+11
2038
$0 ﹤0.01%
+27
2039
– –
-350
2040
– –
-23
2041
– –
-15
2042
– –
-15
2043
– –
-100
2044
– –
-16
2045
– –
-125
2046
$0 ﹤0.01%
+1
2047
$0 ﹤0.01%
+61
2048
– –
-82
2049
$0 ﹤0.01%
12
-32
2050
– –
-351
79 80 81
82
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