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
26
$534M 0.6%
3,570,837
+119,957
27
$503M 0.57%
19,817,313
-1,753,881
28
$486M 0.55%
1,562,221
+9,207
29
$468M 0.53%
6,131,710
+188,865
30
$453M 0.51%
9,495,417
+344,644
31
$441M 0.5%
2,901,813
+20,434
32
$385M 0.43%
14,533,146
+313,915
33
$359M 0.4%
1,682,013
+207,768
34
$340M 0.38%
1,297,050
+12,363
35
$321M 0.36%
2,035,830
-789,347
36
$303M 0.34%
2,171,383
+47,947
37
$293M 0.33%
7,911,000
+547,473
38
$285M 0.32%
5,753,170
+233,380
39
$274M 0.31%
13,227,757
+11,212,038
40
$273M 0.31%
2,828,273
-1,258,202
41
$266M 0.3%
14,135,652
+693,555
42
$264M 0.3%
520,770
+18,944
43
$260M 0.29%
3,228,764
+229,905
44
$259M 0.29%
1,522,764
+42,406
45
$232M 0.26%
1,575,490
+875,947
46
$228M 0.26%
470,365
+128,656
47
$225M 0.25%
1,332,369
+51,001
48
$213M 0.24%
4,535,775
+1,753,166
49
$212M 0.24%
2,720,842
-344,134
50
$204M 0.23%
1,979,720
+46,055
1
2
3 4 5