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
376
$11.2M 0.01%
255,937
-2,871
377
$11.1M 0.01%
171,309
+63,385
378
$11.1M 0.01%
130,513
-2,040
379
$11.1M 0.01%
70,795
-4,594
380
$11.1M 0.01%
136,935
+7,952
381
$11.1M 0.01%
170,978
+5,468
382
$11.1M 0.01%
36,911
+8,865
383
$11M 0.01%
274,038
+165,557
384
$11M 0.01%
183,590
+44,745
385
$10.8M 0.01%
156,745
-852
386
$10.8M 0.01%
213,392
+42,451
387
$10.8M 0.01%
17,212
+1,024
388
$10.8M 0.01%
61,270
+6,765
389
$10.7M 0.01%
244,566
-4,826
390
$10.6M 0.01%
627,208
-300,234
391
$10.6M 0.01%
53,249
+7,479
392
$10.4M 0.01%
182,570
+7,826
393
$10.3M 0.01%
498,999
+2,235
394
$10.3M 0.01%
39,668
+1,389
395
$10.3M 0.01%
154,746
+154
396
$10.3M 0.01%
208,971
+8,702
397
$10.3M 0.01%
57,346
-2,824
398
$10.2M 0.01%
135,039
+25,528
399
$10.2M 0.01%
103,085
+16,271
400
$10.2M 0.01%
61,978
+2,739
14 15
16
17 18