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
51
$203M 0.23%
856,029
+8,689
52
$201M 0.23%
6,723,007
+1,877,176
53
$198M 0.22%
4,112,454
+1,394,790
54
$191M 0.21%
4,055,007
+69,172
55
$185M 0.21%
518,552
+18,621
56
$185M 0.21%
3,335,905
+199,508
57
$183M 0.21%
604,112
-42,204
58
$181M 0.2%
7,016,186
+674,269
59
$174M 0.2%
4,468,939
-1,669,471
60
$168M 0.19%
475,990
+16,645
61
$166M 0.19%
977,688
+11,540
62
$144M 0.16%
551,876
+22,946
63
$143M 0.16%
1,900,664
-256,414
64
$143M 0.16%
5,071,014
+226,416
65
$135M 0.15%
913,176
+45,682
66
$135M 0.15%
1,472,728
+999,282
67
$134M 0.15%
3,987,477
+369,135
68
$133M 0.15%
2,780,157
+643,593
69
$133M 0.15%
1,914,859
-163,205
70
$127M 0.14%
1,686,803
-22,344
71
$127M 0.14%
191,696
+3,710
72
$125M 0.14%
1,242,614
+1,076,704
73
$125M 0.14%
236,430
+10,102
74
$123M 0.14%
1,380,241
+1,357,188
75
$122M 0.14%
2,310,787
-165,671
1 2
3
4 5