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
2001
$56.8K ﹤0.01%
11,285
+30
2002
$56.4K ﹤0.01%
3,573
2003
$56.4K ﹤0.01%
1,000
2004
$56.2K ﹤0.01%
9,750
+5
2005
$56K ﹤0.01%
+2,213
2006
$55.5K ﹤0.01%
3,336
+2,816
2007
$55.4K ﹤0.01%
1,222
-168
2008
$55.4K ﹤0.01%
2,987
+2,595
2009
$55.3K ﹤0.01%
1,135
-13,247
2010
$55K ﹤0.01%
+230
2011
$54.8K ﹤0.01%
1,740
-137
2012
$54.7K ﹤0.01%
1,521
-40
2013
$54.6K ﹤0.01%
1,207
-2,798
2014
$54.6K ﹤0.01%
1,024
-16
2015
$54.5K ﹤0.01%
4,916
2016
$54K ﹤0.01%
2,336
-638
2017
$53.9K ﹤0.01%
304
-114
2018
$53.9K ﹤0.01%
3,521
+141
2019
$53.5K ﹤0.01%
2,129
-3,141
2020
$53.5K ﹤0.01%
1,215
2021
$53.5K ﹤0.01%
6,617
-905
2022
$53.4K ﹤0.01%
679
2023
$53.1K ﹤0.01%
4,915
-1,504
2024
$53K ﹤0.01%
1,900
2025
$52.9K ﹤0.01%
+505
79 80
81
82 83