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
2026
$41K ﹤0.01%
3,922
2027
$41K ﹤0.01%
1,556
+928
2028
$41K ﹤0.01%
317
+55
2029
$41K ﹤0.01%
1,575
+34
2030
$41K ﹤0.01%
1,256
2031
$41K ﹤0.01%
+775
2032
$41K ﹤0.01%
3,048
+43
2033
$41K ﹤0.01%
+199
2034
$41K ﹤0.01%
4,675
+2,550
2035
$41K ﹤0.01%
976
2036
$41K ﹤0.01%
307
+137
2037
$41K ﹤0.01%
1,144
-128,084
2038
$41K ﹤0.01%
704
-264
2039
$40K ﹤0.01%
294
2040
$40K ﹤0.01%
367
+178
2041
$40K ﹤0.01%
3,013
-12
2042
$40K ﹤0.01%
1,000
2043
$40K ﹤0.01%
4,394
+2,500
2044
$40K ﹤0.01%
+1,085
2045
$40K ﹤0.01%
+183
2046
$39K ﹤0.01%
1,500
-1,100
2047
$39K ﹤0.01%
3,391
-96
2048
$39K ﹤0.01%
2,730
+1,871
2049
$39K ﹤0.01%
2,852
+319
2050
$39K ﹤0.01%
2,223
-1,264
80 81
82
83 84