Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.9B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,609
New
Increased
Reduced
Closed

Top Buys

1
+$355M
2
+$332M
3
+$179M
4
BND icon
Vanguard Total Bond Market
BND
+$165M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$79.6M

Top Sells

1
+$171M
2
+$45.8M
3
+$44.3M
4
USB icon
US Bancorp
USB
+$15M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$13.8M

Sector Composition

1 Technology 2.37%
2 Financials 2.01%
3 Healthcare 1.78%
4 Consumer Discretionary 1.56%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$5K ﹤0.01%
+182
2027
$5K ﹤0.01%
25
2028
$5K ﹤0.01%
88
2029
$5K ﹤0.01%
450
2030
$5K ﹤0.01%
375
2031
$5K ﹤0.01%
110
-18
2032
$5K ﹤0.01%
130
2033
$5K ﹤0.01%
88
+77
2034
$5K ﹤0.01%
+637
2035
$5K ﹤0.01%
152
2036
$5K ﹤0.01%
+86
2037
$5K ﹤0.01%
109
2038
$5K ﹤0.01%
228
2039
$5K ﹤0.01%
673
2040
$5K ﹤0.01%
3,000
-12,995
2041
$5K ﹤0.01%
+423
2042
$5K ﹤0.01%
136
-613
2043
$5K ﹤0.01%
500
-14
2044
$4K ﹤0.01%
181
2045
$4K ﹤0.01%
198
-377
2046
$4K ﹤0.01%
+287
2047
$4K ﹤0.01%
100
2048
$4K ﹤0.01%
197
+91
2049
$4K ﹤0.01%
+500
2050
$4K ﹤0.01%
144
80 81
82
83 84