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
$88.7B
AUM Growth
+$11.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,769
New
Increased
Reduced
Closed

Top Buys

1
+$806M
2
+$785M
3
+$281M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$258M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$232M

Top Sells

1
+$125M
2
+$121M
3
+$119M
4
GNOM icon
Global X Genomics & Biotechnology ETF
GNOM
+$102M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$82.9M

Sector Composition

1 Technology 3.07%
2 Financials 1.3%
3 Healthcare 1.16%
4 Consumer Discretionary 1.15%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29.4M 0.03%
435,047
+11,676
252
$28.2M 0.03%
589,446
+73,307
253
$28.1M 0.03%
312,909
-89,778
254
$27.9M 0.03%
716,946
-46,505
255
$27.7M 0.03%
372,784
+32,294
256
$27.3M 0.03%
280,092
+2,054
257
$27.2M 0.03%
832,774
+5,149
258
$27.1M 0.03%
299,863
-22,452
259
$26.2M 0.03%
343,568
+1,143
260
$25.9M 0.03%
1,536,190
-101,859
261
$25.9M 0.03%
176,900
+65,871
262
$25.3M 0.03%
233,362
+43,203
263
$25.1M 0.03%
130,389
+6,942
264
$24.6M 0.03%
220,811
-3,563
265
$24.2M 0.03%
462,924
-50,931
266
$24.2M 0.03%
704,789
-269,499
267
$24.1M 0.03%
231,670
+18,197
268
$23.9M 0.03%
589,152
-109,818
269
$23.8M 0.03%
470,678
-42,056
270
$23.5M 0.03%
912,639
+128,203
271
$23.3M 0.03%
462,950
+337,773
272
$22.9M 0.03%
248,680
+6,031
273
$22.9M 0.03%
681,249
-63,583
274
$22.9M 0.03%
229,877
+77,079
275
$22.1M 0.02%
48,742
-2,937
9 10
11
12 13