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
176
$47.6M 0.05%
426,010
+31,140
177
$47.4M 0.05%
1,912,999
+59,585
178
$47.4M 0.05%
1,375,289
+271,303
179
$47.4M 0.05%
192,812
+6,478
180
$47.2M 0.05%
195,403
+65,198
181
$47M 0.05%
446,682
+17,842
182
$46.6M 0.05%
466,383
+22,129
183
$46.6M 0.05%
913,739
+322,786
184
$46.6M 0.05%
362,494
+10,144
185
$46.3M 0.05%
591,330
-11,070
186
$46.3M 0.05%
1,039,590
+419,411
187
$46.1M 0.05%
945,327
+95,540
188
$46M 0.05%
1,325,510
+32,888
189
$45.4M 0.05%
421,967
-76,565
190
$44.7M 0.05%
271,771
+2,563
191
$44.6M 0.05%
233,400
+2,070
192
$44.5M 0.05%
111,225
+21
193
$44.4M 0.05%
689,299
+32,054
194
$44.3M 0.05%
191,388
-19,352
195
$44.1M 0.05%
739,938
+66,860
196
$44M 0.05%
747,448
-8,034
197
$44M 0.05%
222,897
+9,159
198
$43.3M 0.05%
747,521
+701,513
199
$43.3M 0.05%
545,818
+206,270
200
$43.2M 0.05%
453,191
-9,797