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
$12.5B
AUM Growth
+$1.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,314
New
Increased
Reduced
Closed

Top Buys

1
+$315M
2
+$208M
3
+$165M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$81.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$70.1M

Top Sells

1
+$143M
2
+$15.7M
3
+$7.73M
4
ESRX
Express Scripts Holding Company
ESRX
+$5.47M
5
RYN icon
Rayonier
RYN
+$4.58M

Sector Composition

1 Financials 2.4%
2 Healthcare 2.22%
3 Technology 2.2%
4 Industrials 1.77%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-11
2027
– –
-8
2028
$0 ﹤0.01%
4
+1
2029
– –
-10,026
2030
– –
-74
2031
– –
-350
2032
$0 ﹤0.01%
+1
2033
$0 ﹤0.01%
1
2034
– –
-5,545
2035
– –
-380
2036
– –
-583
2037
– –
-3,502
2038
– –
-609
2039
– –
-55,438
2040
– –
-18,342
2041
– –
-26
2042
– –
-100
2043
$0 ﹤0.01%
8
-17
2044
$0 ﹤0.01%
25
2045
$0 ﹤0.01%
31
2046
– –
-159
2047
– –
-6,650
2048
– –
-1,875
2049
– –
-11,131
2050
– –
-1,320
80 81
82
83 84