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
576
$4.3M ﹤0.01%
52,935
-198
577
$4.26M ﹤0.01%
190,419
+142,670
578
$4.26M ﹤0.01%
45,269
+5,725
579
$4.25M ﹤0.01%
37,755
-1,785
580
$4.22M ﹤0.01%
55,708
+21,149
581
$4.2M ﹤0.01%
64,651
+4,333
582
$4.2M ﹤0.01%
180,064
-20,202
583
$4.19M ﹤0.01%
158,013
+10,911
584
$4.16M ﹤0.01%
43,874
-7,357
585
$4.11M ﹤0.01%
45,543
+1,551
586
$4.1M ﹤0.01%
152,012
+14,600
587
$4.08M ﹤0.01%
79,641
-18,193
588
$4.06M ﹤0.01%
159,269
+6,432
589
$4.06M ﹤0.01%
95,331
+12,596
590
$4.06M ﹤0.01%
65,919
-67,100
591
$4.04M ﹤0.01%
83,375
-3,272
592
$4.03M ﹤0.01%
5,003
-228
593
$4M ﹤0.01%
151,660
-4,461
594
$3.99M ﹤0.01%
3,941
+265
595
$3.98M ﹤0.01%
156,521
+58,484
596
$3.97M ﹤0.01%
78,659
+2,760
597
$3.97M ﹤0.01%
110,281
-2,901
598
$3.95M ﹤0.01%
32,675
+4,286
599
$3.94M ﹤0.01%
100,442
+8,655
600
$3.92M ﹤0.01%
83,342
-6,634
22 23
24
25 26