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

Top Buys

1
+$227M
2
+$118M
3
+$87.3M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$83.5M
5
BND icon
Vanguard Total Bond Market
BND
+$83.1M

Top Sells

1
+$29.8M
2
+$18.2M
3
+$12M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.69M
5
PHM icon
Pultegroup
PHM
+$8.67M

Sector Composition

1 Healthcare 3.21%
2 Technology 2.97%
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%
74
-6,041
2027
$1K ﹤0.01%
+17
2028
$1K ﹤0.01%
+60
2029
$1K ﹤0.01%
+36
2030
$1K ﹤0.01%
+554
2031
$1K ﹤0.01%
+25
2032
$1K ﹤0.01%
+264
2033
$1K ﹤0.01%
22
+21
2034
$1K ﹤0.01%
+89
2035
$1K ﹤0.01%
100
2036
$1K ﹤0.01%
+105
2037
$1K ﹤0.01%
+68
2038
$1K ﹤0.01%
+13
2039
$1K ﹤0.01%
+36
2040
$1K ﹤0.01%
74
2041
$1K ﹤0.01%
+350
2042
$1K ﹤0.01%
+14
2043
$1K ﹤0.01%
+340
2044
$1K ﹤0.01%
+28
2045
$1K ﹤0.01%
+16
2046
$1K ﹤0.01%
+60
2047
$1K ﹤0.01%
12
-12
2048
$1K ﹤0.01%
+100
2049
$1K ﹤0.01%
+19
2050
$1K ﹤0.01%
44
-1,888
80 81
82
83 84