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
326
$14.5M 0.02%
142,146
-192,260
327
$14.5M 0.02%
290,224
-53,553
328
$14.5M 0.02%
276,246
+217,237
329
$14.4M 0.02%
218,160
-5,408
330
$14.1M 0.02%
345,553
-57,443
331
$14M 0.02%
579,806
+10,494
332
$13.9M 0.02%
173,476
-9,208
333
$13.9M 0.02%
225,771
-10,245
334
$13.8M 0.02%
57,301
+2,765
335
$13.8M 0.02%
138,215
-338,714
336
$13.7M 0.02%
146,871
-34,547
337
$13.7M 0.02%
88,257
-462
338
$13.6M 0.02%
217,467
-147,235
339
$13.4M 0.02%
114,087
-92,610
340
$13.3M 0.02%
604,657
-164,649
341
$13.3M 0.02%
220,401
+173,187
342
$13.3M 0.02%
175,083
+3,737
343
$13.3M 0.02%
101,294
-3,934
344
$13.2M 0.01%
393,726
-271,508
345
$13.2M 0.01%
150,991
+9,829
346
$13.2M 0.01%
471,379
+31,280
347
$13.1M 0.01%
182,006
+163,068
348
$12.8M 0.01%
55,592
+4,851
349
$12.7M 0.01%
78,935
+2,327
350
$12.6M 0.01%
134,180
-117,829
12 13
14
15 16