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
$11B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,717
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$199M
3
+$148M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$116M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$106M

Top Sells

1
+$10.8M
2
+$8.22M
3
+$8.03M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.92M
5
WSM icon
Williams-Sonoma
WSM
+$6.39M

Sector Composition

1 Technology 2.4%
2 Healthcare 2.34%
3 Financials 2.31%
4 Industrials 1.8%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-4,000
2027
– –
-498
2028
– –
-500
2029
– –
-147
2030
– –
0
2031
– –
-11
2032
– –
-907
2033
– –
-27
2034
– –
-18
2035
– –
-43
2036
– –
-189
2037
$0 ﹤0.01%
+8
2038
$0 ﹤0.01%
3
-127
2039
– –
-162
2040
– –
-116
2041
– –
-9
2042
$0 ﹤0.01%
+350
2043
– –
-168
2044
– –
-38
2045
– –
-41
2046
$0 ﹤0.01%
+1
2047
– –
-19
2048
– –
-1,104
2049
$0 ﹤0.01%
380
+204
2050
$0 ﹤0.01%
+583
80 81
82
83 84