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

Top Buys

1 +$192M
2 +$80.4M
3 +$63.6M
4
BND icon
Vanguard Total Bond Market
BND
+$62.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$57.5M

Top Sells

1 +$102M
2 +$44.9M
3 +$24.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.2M
5
SKT icon
Tanger
SKT
+$6.91M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.75%
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%
+39
2027
$1K ﹤0.01%
424
2028
$1K ﹤0.01%
+57
2029
$1K ﹤0.01%
+24
2030
$1K ﹤0.01%
25
2031
$1K ﹤0.01%
21
2032
$1K ﹤0.01%
70
-1,008
2033
-133
2034
-201
2035
-146
2036
-115
2037
-50
2038
-150
2039
$0 ﹤0.01%
+16
2040
-131
2041
-2,023
2042
-147
2043
-149
2044
-1,476
2045
-685
2046
$0 ﹤0.01%
3
2047
-1,200
2048
-300
2049
-2,037
2050
-35