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

Top Buys

1
+$7.18M
2
+$6.93M
3
+$5.47M
4
WSM icon
Williams-Sonoma
WSM
+$5.28M
5
MAR icon
Marriott International
MAR
+$3.85M

Top Sells

1
+$683M
2
+$327M
3
+$323M
4
BND icon
Vanguard Total Bond Market
BND
+$278M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$255M

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
– –
-127
2027
– –
-72
2028
– –
-950
2029
– –
-92,443
2030
– –
-5,588
2031
– –
-189
2032
– –
-17
2033
– –
-122
2034
– –
-1,216
2035
– –
-28
2036
– –
-354
2037
– –
-1,859
2038
– –
-20,639
2039
– –
-58,930
2040
– –
-130
2041
– –
-5,361
2042
– –
-7,506
2043
– –
-2,760
2044
– –
-500
2045
– –
-4,742
2046
– –
-146
2047
– –
-315
2048
– –
-6,973
2049
– –
-34
2050
– –
-368
80 81
82
83 84