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
526
$5.35M 0.01%
289,756
-30,969
527
$5.35M 0.01%
50,910
+18,130
528
$5.3M 0.01%
39,024
-5,281
529
$5.29M 0.01%
151,548
+18,273
530
$5.28M 0.01%
104,394
+52,174
531
$5.28M 0.01%
51,864
+363
532
$5.25M 0.01%
10,203
+691
533
$5.24M 0.01%
96,776
-156,435
534
$5.24M 0.01%
16,870
+1,297
535
$5.23M 0.01%
62,505
+9,703
536
$5.22M 0.01%
19,280
+7,813
537
$5.2M 0.01%
144,723
-167,855
538
$5.16M 0.01%
67,059
-1,535
539
$5.11M 0.01%
75,283
+5,779
540
$5.09M 0.01%
296,525
+50,418
541
$5.08M 0.01%
88,655
+1,894
542
$5.05M 0.01%
33,496
+348
543
$5.05M 0.01%
11,185
+142
544
$5.04M 0.01%
51,146
-9,482
545
$5.04M 0.01%
114,448
+10,969
546
$5.02M 0.01%
137,271
+7,585
547
$5.01M 0.01%
20,549
+528
548
$4.96M 0.01%
93,237
-1,063
549
$4.85M 0.01%
64,950
-281
550
$4.82M 0.01%
210,937
+51,647
20 21
22
23 24