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
201
$43.1M 0.05%
982,462
+33,219
202
$43M 0.05%
934,976
+548,396
203
$42.9M 0.05%
170,056
+43,530
204
$42.4M 0.05%
755,030
+54,165
205
$41.7M 0.05%
244,527
-11,690
206
$41.4M 0.05%
1,259,485
+418,104
207
$41.4M 0.05%
684,382
+63,312
208
$40.8M 0.05%
168,886
+1,484
209
$40.7M 0.05%
1,363,752
+98,229
210
$40M 0.05%
15,452
+485
211
$39.7M 0.04%
687,393
+7,262
212
$39.6M 0.04%
226,179
+19,562
213
$39.4M 0.04%
52,042
-924
214
$39.4M 0.04%
210,162
+5,930
215
$39.2M 0.04%
927,418
+80,337
216
$39M 0.04%
205,255
+3,284
217
$38.8M 0.04%
527,111
+29,479
218
$38.6M 0.04%
130,163
+1,887
219
$38.3M 0.04%
1,648,878
+104,458
220
$37.8M 0.04%
121,068
+5,197
221
$36.5M 0.04%
695,289
+22,377
222
$36.3M 0.04%
94,062
+3,006
223
$36.2M 0.04%
591,822
+152,524
224
$35.9M 0.04%
579,203
+28,009
225
$35.6M 0.04%
306,430
-656
7 8
9
10 11