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
351
$12.6M 0.01%
162,635
+7,308
352
$12.6M 0.01%
129,590
-6,123
353
$12.5M 0.01%
544,695
-809,403
354
$12.4M 0.01%
177,164
-5,901
355
$12.4M 0.01%
55,732
-4,822
356
$12.3M 0.01%
491,016
+12,322
357
$12.3M 0.01%
167,067
+43,106
358
$12.2M 0.01%
150,018
-3,006
359
$12.1M 0.01%
147,210
+7,106
360
$12.1M 0.01%
150,621
+10,840
361
$12M 0.01%
77,476
+6,397
362
$12M 0.01%
154,042
+2,094
363
$11.8M 0.01%
477,127
+331,816
364
$11.8M 0.01%
272,248
+38,753
365
$11.8M 0.01%
63,013
+991
366
$11.7M 0.01%
700,154
-6,979
367
$11.6M 0.01%
208,322
+28,707
368
$11.5M 0.01%
193,235
+7,937
369
$11.5M 0.01%
143,461
-6,070
370
$11.5M 0.01%
16,264
+522
371
$11.4M 0.01%
91,305
-1,885
372
$11.4M 0.01%
52,691
-17,387
373
$11.4M 0.01%
274,126
-23,914
374
$11.4M 0.01%
469,924
+16,165
375
$11.3M 0.01%
489,527
+199,260
13 14
15
16 17