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
2701
$7.07K ﹤0.01%
+114
2702
$7.03K ﹤0.01%
425
-20,850
2703
$6.99K ﹤0.01%
+160
2704
$6.97K ﹤0.01%
230
2705
$6.96K ﹤0.01%
223
+10
2706
$6.94K ﹤0.01%
251
2707
$6.9K ﹤0.01%
107
+18
2708
$6.89K ﹤0.01%
+235
2709
$6.87K ﹤0.01%
+177
2710
$6.85K ﹤0.01%
362
+43
2711
$6.84K ﹤0.01%
159
2712
$6.84K ﹤0.01%
860
2713
$6.83K ﹤0.01%
616
-2,064
2714
$6.82K ﹤0.01%
+900
2715
$6.79K ﹤0.01%
444
-50
2716
$6.77K ﹤0.01%
160
2717
$6.76K ﹤0.01%
+276
2718
$6.75K ﹤0.01%
+500
2719
$6.73K ﹤0.01%
200
+16
2720
$6.63K ﹤0.01%
125
+35
2721
$6.62K ﹤0.01%
650
2722
$6.55K ﹤0.01%
+213
2723
$6.54K ﹤0.01%
+100
2724
$6.53K ﹤0.01%
81
+31
2725
$6.51K ﹤0.01%
32
-14
107 108
109
110 111