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
551
$4.79M 0.01%
155,446
-23,968
552
$4.78M 0.01%
214,909
+50,219
553
$4.78M 0.01%
82,928
+3,772
554
$4.77M 0.01%
70,383
+8,229
555
$4.74M 0.01%
16,291
+1,375
556
$4.68M 0.01%
30,651
+16,287
557
$4.65M 0.01%
127,232
-13,807
558
$4.64M 0.01%
33,179
+1,855
559
$4.63M 0.01%
24,321
-271
560
$4.59M 0.01%
94,987
-61
561
$4.56M 0.01%
69,993
-7,495
562
$4.54M 0.01%
70,259
+33,899
563
$4.53M 0.01%
34,056
+2,339
564
$4.47M 0.01%
48,350
+5,184
565
$4.45M 0.01%
49,785
+12,512
566
$4.45M 0.01%
84,695
-8,900
567
$4.42M 0.01%
9,605
+371
568
$4.42M 0.01%
51,820
-2,476
569
$4.4M 0.01%
39,138
+8,167
570
$4.38M ﹤0.01%
169,105
-10,636
571
$4.38M ﹤0.01%
44,866
+1,083
572
$4.34M ﹤0.01%
49,076
-4,238
573
$4.33M ﹤0.01%
156,616
+19,860
574
$4.31M ﹤0.01%
8,433
+324
575
$4.3M ﹤0.01%
49,156
-91,967
21 22
23
24 25