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
$15.7B
AUM Growth
+$1.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,575
New
Increased
Reduced
Closed

Top Buys

1
+$349M
2
+$179M
3
+$170M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$48.9M

Top Sells

1
+$11.9M
2
+$11.7M
3
+$10.8M
4
WFC icon
Wells Fargo
WFC
+$8.43M
5
OMC icon
Omnicom Group
OMC
+$6.76M

Sector Composition

1 Financials 2.34%
2 Technology 2.25%
3 Healthcare 1.92%
4 Industrials 1.64%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$3K ﹤0.01%
592
-336
2027
$3K ﹤0.01%
84
-466
2028
$3K ﹤0.01%
+30
2029
$3K ﹤0.01%
+200
2030
$3K ﹤0.01%
+171
2031
$3K ﹤0.01%
293
+222
2032
$3K ﹤0.01%
93
+9
2033
$3K ﹤0.01%
90
2034
$3K ﹤0.01%
80
2035
$3K ﹤0.01%
+340
2036
$3K ﹤0.01%
50
2037
$3K ﹤0.01%
49
+27
2038
$3K ﹤0.01%
+33
2039
$3K ﹤0.01%
+143
2040
$3K ﹤0.01%
+81
2041
$3K ﹤0.01%
500
2042
$3K ﹤0.01%
42
2043
$3K ﹤0.01%
505
2044
$3K ﹤0.01%
+140
2045
$3K ﹤0.01%
192
-1,997
2046
$3K ﹤0.01%
+125
2047
$3K ﹤0.01%
+65
2048
$3K ﹤0.01%
157
-4
2049
$3K ﹤0.01%
230
2050
$3K ﹤0.01%
913
-116
80 81
82
83 84