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
101
$84.8M 0.1%
1,480,640
+376,145
102
$83.8M 0.09%
1,435,979
+170,490
103
$83.5M 0.09%
1,615,947
+360,168
104
$81M 0.09%
1,436,987
+117,609
105
$80.6M 0.09%
135,130
+6,324
106
$80.5M 0.09%
907,075
+255,762
107
$77.7M 0.09%
999,548
+33,628
108
$77.1M 0.09%
734,758
+42,723
109
$76.8M 0.09%
776,898
+180,394
110
$76.4M 0.09%
399,472
+22,622
111
$75.3M 0.08%
303,211
+48,920
112
$73.8M 0.08%
2,365,367
+114,604
113
$73.5M 0.08%
664,327
+49,171
114
$72.9M 0.08%
1,311,292
-117,520
115
$72.6M 0.08%
688,878
-1,055
116
$72.3M 0.08%
691,965
+62,569
117
$72M 0.08%
444,315
+28,280
118
$71.7M 0.08%
1,180,383
+64,288
119
$71.4M 0.08%
431,986
-129,749
120
$71.3M 0.08%
1,381,407
+98,601
121
$71M 0.08%
481,346
-18,012
122
$70.8M 0.08%
642,959
-23,526
123
$69.6M 0.08%
610,556
+19,498
124
$68.5M 0.08%
1,096,635
+29,625
125
$67.3M 0.08%
1,910,523
+35,730
3 4
5
6 7