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
2826
$4.37K ﹤0.01%
100
-1,029
2827
$4.36K ﹤0.01%
225
2828
$4.35K ﹤0.01%
+250
2829
$4.33K ﹤0.01%
143
-358
2830
$4.31K ﹤0.01%
38
+19
2831
$4.3K ﹤0.01%
582
-42
2832
$4.29K ﹤0.01%
423
+4
2833
$4.29K ﹤0.01%
+47
2834
$4.28K ﹤0.01%
104
-132
2835
$4.17K ﹤0.01%
79
2836
$4.17K ﹤0.01%
+223
2837
$4.16K ﹤0.01%
+1,800
2838
$4.16K ﹤0.01%
+500
2839
$4.15K ﹤0.01%
110
-531
2840
$4.15K ﹤0.01%
+834
2841
$4.13K ﹤0.01%
303
+4
2842
$4.13K ﹤0.01%
225
2843
$4.12K ﹤0.01%
+100
2844
$4.1K ﹤0.01%
80
2845
$4.06K ﹤0.01%
+220
2846
$4.06K ﹤0.01%
94
-15
2847
$4.04K ﹤0.01%
25
-6
2848
$4.03K ﹤0.01%
50
-1,254
2849
$4.01K ﹤0.01%
+144
2850
$4K ﹤0.01%
263
112 113
114
115 116