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
151
$55.4M 0.06%
718,791
-16,854
152
$55.2M 0.06%
530,375
+18,468
153
$55M 0.06%
1,760,660
+437,558
154
$55M 0.06%
560,654
+233,420
155
$54.9M 0.06%
646,847
+35,386
156
$54.5M 0.06%
562,475
-1,147
157
$53.9M 0.06%
1,710,650
+185,303
158
$53.8M 0.06%
495,645
+50,836
159
$53.7M 0.06%
66,131
+461
160
$53.4M 0.06%
923,752
+93,854
161
$53M 0.06%
386,985
+10,286
162
$53M 0.06%
2,218,626
+2,143,302
163
$52.5M 0.06%
250,486
+571
164
$52.3M 0.06%
450,985
+15,281
165
$52.2M 0.06%
300,266
+25,513
166
$51.9M 0.06%
198,965
+1,628
167
$51.7M 0.06%
1,214,227
+57,701
168
$51.3M 0.06%
168,601
+63,751
169
$50.7M 0.06%
1,790,428
+132,877
170
$50.2M 0.06%
520,313
+51,550
171
$49.9M 0.06%
919,605
+129,993
172
$48.7M 0.05%
578,916
+10,392
173
$48.6M 0.05%
506,343
+8,811
174
$48.6M 0.05%
1,354,348
-77,660
175
$48.4M 0.05%
83,183
+1,919
5 6
7
8 9