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
2001
$45K ﹤0.01%
250
-1
2002
$45K ﹤0.01%
3,165
+1,298
2003
$44K ﹤0.01%
2,126
+523
2004
$44K ﹤0.01%
1,639
-200
2005
$44K ﹤0.01%
577
2006
$44K ﹤0.01%
356
+14
2007
$44K ﹤0.01%
3,432
+706
2008
$44K ﹤0.01%
10,480
-1,450
2009
$44K ﹤0.01%
2,773
+189
2010
$44K ﹤0.01%
1,709
-143
2011
$43K ﹤0.01%
804
+108
2012
$43K ﹤0.01%
320
+24
2013
$43K ﹤0.01%
+445
2014
$43K ﹤0.01%
4,248
-1,252
2015
$43K ﹤0.01%
4,104
-10,064
2016
$43K ﹤0.01%
7,618
2017
$43K ﹤0.01%
1,945
-368
2018
$42K ﹤0.01%
3,739
-2,748
2019
$42K ﹤0.01%
3,931
-851
2020
$42K ﹤0.01%
1,111
-2,104
2021
$42K ﹤0.01%
24,820
2022
$42K ﹤0.01%
1,199
-773
2023
$42K ﹤0.01%
277
+35
2024
$42K ﹤0.01%
1,296
2025
$41K ﹤0.01%
1,695
-571
79 80
81
82 83