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
2901
$3.25K ﹤0.01%
240
+3
2902
$3.22K ﹤0.01%
285
-424
2903
$3.21K ﹤0.01%
1,000
2904
$3.15K ﹤0.01%
105
-7
2905
$3.14K ﹤0.01%
325
-8
2906
$3.1K ﹤0.01%
450
2907
$3.09K ﹤0.01%
400
2908
$3.07K ﹤0.01%
289
2909
$3.04K ﹤0.01%
145
2910
$3.04K ﹤0.01%
199
2911
$3K ﹤0.01%
839
+48
2912
$2.98K ﹤0.01%
+115
2913
$2.95K ﹤0.01%
+402
2914
$2.94K ﹤0.01%
1,248
2915
$2.94K ﹤0.01%
+219
2916
$2.92K ﹤0.01%
125
+60
2917
$2.92K ﹤0.01%
130
-870
2918
$2.9K ﹤0.01%
+371
2919
$2.85K ﹤0.01%
7,500
2920
$2.81K ﹤0.01%
50
2921
$2.8K ﹤0.01%
2,000
2922
$2.76K ﹤0.01%
1,321
-77
2923
$2.75K ﹤0.01%
154
-446
2924
$2.73K ﹤0.01%
300
-428
2925
$2.69K ﹤0.01%
88
-36
115 116
117
118 119