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
501
$5.84M 0.01%
101,051
+17,878
502
$5.79M 0.01%
39,058
+1,464
503
$5.75M 0.01%
30,360
-3,055
504
$5.74M 0.01%
249,877
+6,164
505
$5.72M 0.01%
9,976
-276
506
$5.71M 0.01%
10,477
+4,086
507
$5.69M 0.01%
36,717
+3,207
508
$5.67M 0.01%
73,286
-1,132
509
$5.65M 0.01%
57,057
-7,553
510
$5.64M 0.01%
87,205
-166,831
511
$5.64M 0.01%
207,800
+16,788
512
$5.62M 0.01%
168,806
+166,436
513
$5.55M 0.01%
131,458
-22,100
514
$5.55M 0.01%
207,366
+20,979
515
$5.52M 0.01%
126,792
-808
516
$5.47M 0.01%
168,852
-7,602
517
$5.46M 0.01%
44,934
-10,018
518
$5.45M 0.01%
27,468
-2,880
519
$5.44M 0.01%
139,019
+63,223
520
$5.4M 0.01%
91,816
-6,263
521
$5.39M 0.01%
91,109
+7,827
522
$5.38M 0.01%
98,083
-15,433
523
$5.37M 0.01%
440,498
-36,506
524
$5.36M 0.01%
45,033
-299
525
$5.35M 0.01%
79,476
+3,751
19 20
21
22 23