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
476
$6.76M 0.01%
129,967
-143,873
477
$6.73M 0.01%
272,653
-7,656
478
$6.69M 0.01%
19,837
+192
479
$6.67M 0.01%
28,208
-175
480
$6.66M 0.01%
+274,221
481
$6.62M 0.01%
29,289
-794
482
$6.49M 0.01%
260,787
+112,436
483
$6.48M 0.01%
21,633
-491
484
$6.43M 0.01%
170,338
+66,066
485
$6.42M 0.01%
63,543
-1,745
486
$6.39M 0.01%
124,314
-10,795
487
$6.32M 0.01%
44,279
+1,297
488
$6.27M 0.01%
24,141
+7,912
489
$6.25M 0.01%
71,693
+11,375
490
$6.22M 0.01%
88,143
-304,597
491
$6.15M 0.01%
169,052
+39,681
492
$6.14M 0.01%
22,435
-2,274
493
$6.13M 0.01%
102,678
-15,753
494
$6.09M 0.01%
136,608
+25,938
495
$6.07M 0.01%
148,013
+9,992
496
$6.04M 0.01%
206,599
+35,720
497
$6M 0.01%
182,840
-19,280
498
$5.96M 0.01%
247,946
-93,669
499
$5.91M 0.01%
21,712
+1,741
500
$5.87M 0.01%
136,227
+4,861
18 19
20
21 22