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
301
$17.1M 0.02%
833,676
+737,912
302
$17M 0.02%
684,265
+90,147
303
$16.6M 0.02%
507,344
+297,453
304
$16.3M 0.02%
330,349
+13,217
305
$16.3M 0.02%
388,985
+35,352
306
$16.3M 0.02%
323,860
-4,121
307
$16.2M 0.02%
425,075
+21,594
308
$16.1M 0.02%
112,293
-17,330
309
$16.1M 0.02%
176,154
+11,182
310
$16M 0.02%
182,306
+74,789
311
$16M 0.02%
58,332
+3,723
312
$15.8M 0.02%
440,401
+88,509
313
$15.7M 0.02%
69,952
-9,973
314
$15.5M 0.02%
466,969
-227,945
315
$15.4M 0.02%
360,541
+156,120
316
$15.4M 0.02%
+570,276
317
$15.3M 0.02%
120,654
+63,825
318
$15.1M 0.02%
151,557
+17,940
319
$15.1M 0.02%
444,411
+94,139
320
$15.1M 0.02%
92,083
+4,347
321
$15M 0.02%
121,940
+14,707
322
$14.8M 0.02%
140,770
+18,434
323
$14.8M 0.02%
451,075
+190,877
324
$14.7M 0.02%
675,865
+24,381
325
$14.6M 0.02%
50,684
-311
11 12
13
14 15