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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$81.2M
3
+$65.1M
4
BND icon
Vanguard Total Bond Market
BND
+$63.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$58.5M

Top Sells

1
+$98.4M
2
+$44.8M
3
+$25.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
SKT icon
Tanger
SKT
+$7.63M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.76%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
200
2027
$1K ﹤0.01%
20
2028
$1K ﹤0.01%
424
2029
$1K ﹤0.01%
+57
2030
$1K ﹤0.01%
+24
2031
$1K ﹤0.01%
25
2032
$1K ﹤0.01%
21
2033
– –
-150
2034
$0 ﹤0.01%
+16
2035
– –
-2,023
2036
– –
-147
2037
– –
-149
2038
– –
-1,476
2039
– –
-685
2040
$0 ﹤0.01%
3
2041
– –
-1,200
2042
– –
-300
2043
– –
-2,037
2044
– –
-35
2045
– –
-386
2046
$0 ﹤0.01%
700
2047
– –
-10
2048
– –
-1,683
2049
– –
-1,650
2050
– –
-327
80 81
82
83 84