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
$20B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$530M
2
+$208M
3
+$181M
4
BND icon
Vanguard Total Bond Market
BND
+$177M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$110M

Top Sells

1
+$63.8M
2
+$20.1M
3
+$18.2M
4
IOO icon
iShares Global 100 ETF
IOO
+$12.6M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.5M

Sector Composition

1 Technology 2.12%
2 Financials 1.77%
3 Healthcare 1.71%
4 Consumer Discretionary 1.32%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$5K ﹤0.01%
321
+125
2027
$5K ﹤0.01%
92
2028
$5K ﹤0.01%
421
-1,335
2029
$5K ﹤0.01%
+99
2030
$5K ﹤0.01%
167
+94
2031
$5K ﹤0.01%
180
-470
2032
$5K ﹤0.01%
400
2033
$5K ﹤0.01%
125
2034
$5K ﹤0.01%
126
-459
2035
$5K ﹤0.01%
200
2036
$5K ﹤0.01%
70
2037
$5K ﹤0.01%
83
-24
2038
$5K ﹤0.01%
+350
2039
$5K ﹤0.01%
107
+49
2040
$5K ﹤0.01%
70
-354
2041
$5K ﹤0.01%
190
2042
$5K ﹤0.01%
116
2043
$5K ﹤0.01%
798
-876
2044
$5K ﹤0.01%
143
-147
2045
$5K ﹤0.01%
37
-15
2046
$5K ﹤0.01%
346
-11
2047
$5K ﹤0.01%
241
+150
2048
$5K ﹤0.01%
537
+11
2049
$5K ﹤0.01%
+234
2050
$5K ﹤0.01%
+45
80 81
82
83 84