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
2776
$5.44K ﹤0.01%
540
2777
$5.43K ﹤0.01%
964
-170
2778
$5.4K ﹤0.01%
125
-390
2779
$5.37K ﹤0.01%
187
+100
2780
$5.33K ﹤0.01%
+67
2781
$5.28K ﹤0.01%
1,200
-707
2782
$5.28K ﹤0.01%
80
2783
$5.27K ﹤0.01%
67
2784
$5.22K ﹤0.01%
93
2785
$5.15K ﹤0.01%
+148
2786
$5.11K ﹤0.01%
825
2787
$5.1K ﹤0.01%
870
-3,780
2788
$5.1K ﹤0.01%
+49
2789
$5.08K ﹤0.01%
69
2790
$5.06K ﹤0.01%
323
+267
2791
$5.05K ﹤0.01%
141
+82
2792
$5.03K ﹤0.01%
88
2793
$5K ﹤0.01%
700
2794
$4.97K ﹤0.01%
350
2795
$4.93K ﹤0.01%
90
2796
$4.9K ﹤0.01%
85
2797
$4.87K ﹤0.01%
125
2798
$4.86K ﹤0.01%
699
+30
2799
$4.84K ﹤0.01%
+52
2800
$4.84K ﹤0.01%
+215
110 111
112
113 114