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
451
$7.26M 0.01%
112,383
-6,083
452
$7.24M 0.01%
140,122
+89,849
453
$7.24M 0.01%
146,544
+28,347
454
$7.23M 0.01%
54,245
-4,730
455
$7.22M 0.01%
545,200
+196,881
456
$7.2M 0.01%
27,490
-2,645
457
$7.17M 0.01%
236,782
+57,567
458
$7.17M 0.01%
84,247
+4,456
459
$7.12M 0.01%
618,970
+43,764
460
$7.1M 0.01%
140,507
+38,520
461
$7.09M 0.01%
85,967
-1,408
462
$7.07M 0.01%
32,063
+328
463
$7.06M 0.01%
75,235
-2,783
464
$7.05M 0.01%
442,379
+362,876
465
$7.04M 0.01%
86,932
-5,810
466
$7.02M 0.01%
114,375
-1,734
467
$6.99M 0.01%
40,210
-3,030
468
$6.99M 0.01%
403,197
+22,770
469
$6.92M 0.01%
43,439
-17
470
$6.89M 0.01%
307,154
-12,097
471
$6.89M 0.01%
95,104
+3,018
472
$6.84M 0.01%
161,789
+121,530
473
$6.83M 0.01%
126,469
+2,472
474
$6.79M 0.01%
175,965
-297,762
475
$6.77M 0.01%
106,905
+6,255
17 18
19
20 21