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
$62.4B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,585
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$818M
3
+$377M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$228M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$202M

Top Sells

1
+$1.23B
2
+$200M
3
+$95.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$70.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$55M

Sector Composition

1 Technology 3.06%
2 Financials 1.51%
3 Healthcare 1.3%
4 Consumer Discretionary 1.25%
5 Communication Services 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$47K ﹤0.01%
1,902
-119
1977
$46K ﹤0.01%
+268
1978
$46K ﹤0.01%
530
-181
1979
$46K ﹤0.01%
+255
1980
$46K ﹤0.01%
+461
1981
$46K ﹤0.01%
1,420
-705
1982
$46K ﹤0.01%
4,110
1983
$46K ﹤0.01%
1,828
+295
1984
$46K ﹤0.01%
383
+378
1985
$45K ﹤0.01%
+106
1986
$45K ﹤0.01%
397
+130
1987
$45K ﹤0.01%
3,907
-379
1988
$45K ﹤0.01%
1,489
1989
$45K ﹤0.01%
+2,325
1990
$45K ﹤0.01%
885
+477
1991
$45K ﹤0.01%
1,466
+815
1992
$45K ﹤0.01%
3,312
1993
$45K ﹤0.01%
1,499
1994
$45K ﹤0.01%
284
1995
$45K ﹤0.01%
1,675
+138
1996
$45K ﹤0.01%
730
+167
1997
$45K ﹤0.01%
6,500
1998
$45K ﹤0.01%
759
+680
1999
$45K ﹤0.01%
2,906
+1,553
2000
$45K ﹤0.01%
1,766
-7,348
78 79
80
81 82