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
$14B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,404
New
Increased
Reduced
Closed

Top Buys

1
+$308M
2
+$162M
3
+$140M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$65.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M

Top Sells

1
+$9.26M
2
+$5.58M
3
+$4.04M
4
FDX icon
FedEx
FDX
+$3.78M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.48M

Sector Composition

1 Financials 2.34%
2 Technology 2.19%
3 Healthcare 2.13%
4 Industrials 1.75%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
+153
2027
$2K ﹤0.01%
+337
2028
$2K ﹤0.01%
3,400
2029
$2K ﹤0.01%
166
2030
$2K ﹤0.01%
31
+27
2031
$2K ﹤0.01%
69
2032
$1K ﹤0.01%
400
2033
$1K ﹤0.01%
+150
2034
$1K ﹤0.01%
+16
2035
$1K ﹤0.01%
+7
2036
$1K ﹤0.01%
+13
2037
$1K ﹤0.01%
+22
2038
$1K ﹤0.01%
+14
2039
$1K ﹤0.01%
+50
2040
$1K ﹤0.01%
10
2041
$1K ﹤0.01%
+23
2042
$1K ﹤0.01%
+40
2043
– –
0
2044
$1K ﹤0.01%
+500
2045
$1K ﹤0.01%
+41
2046
$1K ﹤0.01%
22
2047
$1K ﹤0.01%
+57
2048
$1K ﹤0.01%
+41
2049
$1K ﹤0.01%
31
2050
$1K ﹤0.01%
20
-184
80 81
82
83 84