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
$6.18B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,425
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$113M
3
+$82.8M
4
BND icon
Vanguard Total Bond Market
BND
+$82.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.3M

Top Sells

1
+$27M
2
+$17M
3
+$12.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.37M
5
PHM icon
Pultegroup
PHM
+$7.92M

Sector Composition

1 Healthcare 3.21%
2 Technology 2.96%
3 Financials 2.52%
4 Consumer Discretionary 2.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
+13
2027
$1K ﹤0.01%
100
2028
$1K ﹤0.01%
200
2029
$1K ﹤0.01%
+55
2030
$1K ﹤0.01%
60
2031
$1K ﹤0.01%
+19
2032
$1K ﹤0.01%
50
+48
2033
$1K ﹤0.01%
+32
2034
$1K ﹤0.01%
+15
2035
$1K ﹤0.01%
200
2036
$1K ﹤0.01%
+27
2037
$1K ﹤0.01%
100
-2,500
2038
$1K ﹤0.01%
+42
2039
$1K ﹤0.01%
46
-254
2040
$1K ﹤0.01%
440
2041
$1K ﹤0.01%
+12
2042
$1K ﹤0.01%
+40
2043
$1K ﹤0.01%
+10
2044
$1K ﹤0.01%
+23
2045
$1K ﹤0.01%
+40
2046
$1K ﹤0.01%
65
+64
2047
$1K ﹤0.01%
+27
2048
$1K ﹤0.01%
+37
2049
$1K ﹤0.01%
14
-164
2050
$1K ﹤0.01%
1,500
80 81
82
83 84