Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $137B
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
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
1
$15B 16.86%
31,312,746
+1,687,719
2
$8.47B 9.55%
115,163,553
+10,669,034
3
$5.19B 5.85%
93,514,270
+4,659,215
4
$5B 5.63%
270,435,170
+15,216,122
5
$3.57B 4.02%
32,959,885
+835,053
6
$2.94B 3.32%
6,187,844
+266,308
7
$2.2B 2.48%
45,871,951
+2,491,221
8
$2.14B 2.41%
52,027,351
+2,079,419
9
$1.91B 2.15%
27,083,641
+1,195,586
10
$1.8B 2.03%
17,809,192
+314,115
11
$1.67B 1.89%
32,791,913
+2,346,081
12
$1.67B 1.89%
35,266,958
+558,687
13
$1.27B 1.43%
3,106,275
+85,648
14
$1.19B 1.35%
5,134,672
+305,822
15
$955M 1.08%
10,176,266
-242,099
16
$938M 1.06%
20,359,555
+782,717
17
$796M 0.9%
8,015,551
-1,200,543
18
$790M 0.89%
15,611,945
+903,274
19
$675M 0.76%
6,225,777
+259,973
20
$656M 0.74%
3,407,353
+54,730
21
$633M 0.71%
12,170,245
+1,458,100
22
$628M 0.71%
7,106,406
-937,762
23
$606M 0.68%
1,612,114
+54,142
24
$570M 0.64%
1,304,791
+124,293
25
$552M 0.62%
2,528,374
+55,392
1
2 3 4 5