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
$17.9B
AUM Growth
+$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,609
New
Increased
Reduced
Closed

Top Buys

1 +$356M
2 +$310M
3 +$174M
4
BND icon
Vanguard Total Bond Market
BND
+$166M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$80.3M

Top Sells

1 +$161M
2 +$48.1M
3 +$42.3M
4
USB icon
US Bancorp
USB
+$14.7M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$12.9M

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%
51
2027
$5K ﹤0.01%
+155
2028
$5K ﹤0.01%
+182
2029
$5K ﹤0.01%
25
2030
$5K ﹤0.01%
88
2031
$5K ﹤0.01%
450
2032
$5K ﹤0.01%
375
2033
$5K ﹤0.01%
110
-18
2034
$5K ﹤0.01%
130
2035
$5K ﹤0.01%
88
+77
2036
$5K ﹤0.01%
+637
2037
$5K ﹤0.01%
152
2038
$5K ﹤0.01%
+86
2039
$5K ﹤0.01%
109
2040
$5K ﹤0.01%
228
2041
$5K ﹤0.01%
673
2042
$5K ﹤0.01%
3,000
-12,995
2043
$5K ﹤0.01%
+423
2044
$4K ﹤0.01%
144
2045
$4K ﹤0.01%
166
2046
$4K ﹤0.01%
55
2047
$4K ﹤0.01%
121
2048
$4K ﹤0.01%
175
2049
$4K ﹤0.01%
+415
2050
$4K ﹤0.01%
146
+24