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
76
$120M 0.14%
828,406
-124,299
77
$120M 0.13%
4,759,677
+948,126
78
$117M 0.13%
4,885,820
+762,819
79
$116M 0.13%
1,972,629
-35,024
80
$115M 0.13%
1,402,930
-160,262
81
$115M 0.13%
3,357,966
+353,822
82
$114M 0.13%
1,392,712
+320,509
83
$111M 0.13%
261,073
+23,259
84
$111M 0.13%
442,702
-28,485
85
$110M 0.12%
291,534
-2,799
86
$109M 0.12%
771,850
+51,761
87
$106M 0.12%
3,654,208
-25,339
88
$105M 0.12%
1,953,004
-4,495
89
$103M 0.12%
391,204
+7,418
90
$102M 0.12%
295,603
+3,812
91
$95.5M 0.11%
1,234,322
-286,014
92
$94.8M 0.11%
646,795
-1,483
93
$91M 0.1%
4,386,428
+1,166,400
94
$90.6M 0.1%
1,784,663
+185,992
95
$88.7M 0.1%
442,061
+69,839
96
$88M 0.1%
1,599,941
-332,817
97
$87.6M 0.1%
587,515
+293
98
$87.4M 0.1%
149,958
+13,602
99
$87.4M 0.1%
397,934
+30,784
100
$85.5M 0.1%
1,702,437
-1,220,684