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
2726
$6.45K ﹤0.01%
+52
2727
$6.43K ﹤0.01%
142
+46
2728
$6.41K ﹤0.01%
1,110
2729
$6.4K ﹤0.01%
250
+13
2730
$6.4K ﹤0.01%
+132
2731
$6.4K ﹤0.01%
38
+3
2732
$6.38K ﹤0.01%
110
+39
2733
$6.3K ﹤0.01%
+180
2734
$6.27K ﹤0.01%
+108
2735
$6.25K ﹤0.01%
160
-3,416
2736
$6.2K ﹤0.01%
365
+120
2737
$6.18K ﹤0.01%
241
-4
2738
$6.18K ﹤0.01%
42
2739
$6.17K ﹤0.01%
+77
2740
$6.16K ﹤0.01%
+131
2741
$6.15K ﹤0.01%
+413
2742
$6.14K ﹤0.01%
+125
2743
$6.12K ﹤0.01%
+107
2744
$6.1K ﹤0.01%
165
+15
2745
$6.04K ﹤0.01%
232
2746
$6.03K ﹤0.01%
+547
2747
$5.99K ﹤0.01%
108
2748
$5.93K ﹤0.01%
710
2749
$5.91K ﹤0.01%
+250
2750
$5.87K ﹤0.01%
507
+6
108 109
110
111 112