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
$1.52B
AUM Growth
-$5.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$6.7M
3
+$5.65M
4
WSM icon
Williams-Sonoma
WSM
+$5.4M
5
MAR icon
Marriott International
MAR
+$4.03M

Top Sells

1
+$683M
2
+$327M
3
+$318M
4
BND icon
Vanguard Total Bond Market
BND
+$279M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$254M

Sector Composition

1 Technology 6.42%
2 Financials 6.25%
3 Healthcare 6.25%
4 Industrials 5.76%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-85,850
2027
– –
-1,530
2028
– –
-25,600
2029
– –
-400
2030
– –
-2,322
2031
– –
-26,803
2032
– –
-12,179
2033
– –
-1,295
2034
– –
-247
2035
– –
-380
2036
– –
-577
2037
– –
-81,217
2038
– –
-154
2039
– –
-135
2040
– –
-142
2041
– –
-2,983
2042
– –
-121
2043
– –
-405
2044
– –
-6,365
2045
– –
-374
2046
– –
-5,579
2047
– –
-1,707
2048
– –
-57
2049
– –
-10,480
2050
– –
-8,159
80 81
82
83 84