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
2551
$11.1K ﹤0.01%
678
+152
2552
$11.1K ﹤0.01%
404
2553
$11K ﹤0.01%
+153
2554
$11K ﹤0.01%
1,065
2555
$11K ﹤0.01%
1,000
-1,040
2556
$11K ﹤0.01%
+10,000
2557
$11K ﹤0.01%
143
2558
$11K ﹤0.01%
+795
2559
$10.9K ﹤0.01%
1,007
+13
2560
$10.9K ﹤0.01%
+200
2561
$10.9K ﹤0.01%
5,867
2562
$10.8K ﹤0.01%
1,533
2563
$10.8K ﹤0.01%
101
+51
2564
$10.8K ﹤0.01%
+485
2565
$10.8K ﹤0.01%
+868
2566
$10.7K ﹤0.01%
128
2567
$10.7K ﹤0.01%
134
-20
2568
$10.7K ﹤0.01%
2,084
-146
2569
$10.6K ﹤0.01%
300
+295
2570
$10.6K ﹤0.01%
3,000
2571
$10.6K ﹤0.01%
255
-5
2572
$10.6K ﹤0.01%
188
+117
2573
$10.5K ﹤0.01%
+388
2574
$10.5K ﹤0.01%
708
-84
2575
$10.5K ﹤0.01%
634
101 102
103
104 105