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
401
$10.1M 0.01%
196,817
-23,069
402
$10M 0.01%
376,844
+84,310
403
$10M 0.01%
+101,708
404
$9.95M 0.01%
42,093
+2,821
405
$9.94M 0.01%
469,541
+442,753
406
$9.91M 0.01%
43,532
+864
407
$9.82M 0.01%
46,625
+251
408
$9.81M 0.01%
239,159
+111,048
409
$9.78M 0.01%
287,517
+17,333
410
$9.77M 0.01%
18
+5
411
$9.55M 0.01%
228,257
+36,354
412
$9.53M 0.01%
180,866
+28,675
413
$9.43M 0.01%
549,161
+448,332
414
$9.22M 0.01%
228,608
-30,926
415
$9.18M 0.01%
22,354
+2,302
416
$9.18M 0.01%
473,953
+419,270
417
$9.16M 0.01%
91,131
+1,154
418
$9.09M 0.01%
35,923
+3,492
419
$9.03M 0.01%
167,706
-1,759
420
$8.82M 0.01%
37,855
+2,096
421
$8.79M 0.01%
87,559
-14,434
422
$8.67M 0.01%
62,767
+26,200
423
$8.66M 0.01%
466,428
+39,285
424
$8.47M 0.01%
74,104
+1,900
425
$8.46M 0.01%
43,927
+1,332
15 16
17
18 19