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
2501
$13K ﹤0.01%
369
-80
2502
$13K ﹤0.01%
+219
2503
$13K ﹤0.01%
+1,480
2504
$12.9K ﹤0.01%
+670
2505
$12.9K ﹤0.01%
1,270
+941
2506
$12.9K ﹤0.01%
248
+119
2507
$12.9K ﹤0.01%
214
+3
2508
$12.9K ﹤0.01%
232
+6
2509
$12.8K ﹤0.01%
625
-890
2510
$12.8K ﹤0.01%
+763
2511
$12.7K ﹤0.01%
365
-646
2512
$12.7K ﹤0.01%
1,212
-795
2513
$12.6K ﹤0.01%
+100
2514
$12.5K ﹤0.01%
+99
2515
$12.4K ﹤0.01%
342
2516
$12.4K ﹤0.01%
800
+500
2517
$12.4K ﹤0.01%
520
+110
2518
$12.3K ﹤0.01%
+613
2519
$12.3K ﹤0.01%
403
+25
2520
$12.2K ﹤0.01%
525
-435
2521
$12.1K ﹤0.01%
2,780
2522
$12K ﹤0.01%
249
-432
2523
$12K ﹤0.01%
500
2524
$12K ﹤0.01%
56
+31
2525
$11.9K ﹤0.01%
+336
99 100
101
102 103