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
$9.22B
AUM Growth
+$7.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,429
New
Increased
Reduced
Closed

Top Buys

1
+$787M
2
+$759M
3
+$527M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$408M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$378M

Top Sells

1
+$8.12M
2
+$6.47M
3
+$4.65M
4
EFX icon
Equifax
EFX
+$4.53M
5
SHW icon
Sherwin-Williams
SHW
+$3.16M

Sector Composition

1 Financials 2.71%
2 Technology 2.49%
3 Healthcare 2.48%
4 Industrials 2.16%
5 Consumer Discretionary 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
+100
2027
$2K ﹤0.01%
+176
2028
$2K ﹤0.01%
+37
2029
$2K ﹤0.01%
+132
2030
$2K ﹤0.01%
+166
2031
$2K ﹤0.01%
+30
2032
$2K ﹤0.01%
+140
2033
$2K ﹤0.01%
+13
2034
$2K ﹤0.01%
+103
2035
$2K ﹤0.01%
+198
2036
$2K ﹤0.01%
+25
2037
$2K ﹤0.01%
+27
2038
$2K ﹤0.01%
+46
2039
$2K ﹤0.01%
+55
2040
$2K ﹤0.01%
+100
2041
$2K ﹤0.01%
+27
2042
$2K ﹤0.01%
+25
2043
$2K ﹤0.01%
+126
2044
$2K ﹤0.01%
+39
2045
$2K ﹤0.01%
+10
2046
$2K ﹤0.01%
+60
2047
$2K ﹤0.01%
+85
2048
$2K ﹤0.01%
+60
2049
$2K ﹤0.01%
+75
2050
$2K ﹤0.01%
+91
80 81
82
83 84