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
$16.5B
AUM Growth
+$784M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,588
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$166M
3
+$86.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$34.7M

Top Sells

1
+$9.63M
2
+$8.5M
3
+$8.03M
4
CHDN icon
Churchill Downs
CHDN
+$7.97M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.39M

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.88%
4 Industrials 1.61%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
+53
2027
$2K ﹤0.01%
+636
2028
$2K ﹤0.01%
86
-132
2029
$2K ﹤0.01%
200
2030
$2K ﹤0.01%
+60
2031
$2K ﹤0.01%
33
2032
$2K ﹤0.01%
56
-62
2033
$2K ﹤0.01%
+32
2034
$2K ﹤0.01%
72
+24
2035
$2K ﹤0.01%
310
2036
$2K ﹤0.01%
+50
2037
$2K ﹤0.01%
43
2038
$2K ﹤0.01%
75
2039
$2K ﹤0.01%
20
2040
$2K ﹤0.01%
+208
2041
$2K ﹤0.01%
+40
2042
$2K ﹤0.01%
17
-10
2043
$2K ﹤0.01%
293
2044
$2K ﹤0.01%
140
2045
$2K ﹤0.01%
106
2046
$2K ﹤0.01%
36
2047
$2K ﹤0.01%
11
-13
2048
$2K ﹤0.01%
55
-70
2049
$2K ﹤0.01%
+70
2050
$2K ﹤0.01%
68
80 81
82
83 84