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
126
$67M 0.08%
427,172
-22,117
127
$66.1M 0.07%
736,166
-63,877
128
$64.9M 0.07%
564,222
-144,874
129
$64.3M 0.07%
1,233,914
+23,474
130
$63.3M 0.07%
214,093
-49
131
$63.2M 0.07%
613,571
-78,586
132
$62.6M 0.07%
4,710,163
+1,456,164
133
$62.5M 0.07%
826,962
+48,660
134
$62.3M 0.07%
1,152,215
+567,147
135
$62M 0.07%
1,095,941
+91,733
136
$61.3M 0.07%
1,066,737
+105,295
137
$60.9M 0.07%
2,579,584
+358,310
138
$60.8M 0.07%
338,094
-77,804
139
$59.5M 0.07%
751,334
-42,808
140
$59.3M 0.07%
348,998
+5,379
141
$59.2M 0.07%
134,443
+2,122
142
$58.8M 0.07%
110,806
+1,250
143
$58.8M 0.07%
533,746
-6,509
144
$58.4M 0.07%
1,554,853
-62,660
145
$57.1M 0.06%
1,201,872
-513,513
146
$57.1M 0.06%
486,890
-110,609
147
$56.2M 0.06%
479,036
+147,981
148
$55.9M 0.06%
654,135
+249,307
149
$55.5M 0.06%
117,750
+7,678
150
$55.4M 0.06%
442,709
+57,962
4 5
6
7 8