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
3026
$1.35K ﹤0.01%
+95
3027
$1.35K ﹤0.01%
40
3028
$1.34K ﹤0.01%
100
3029
$1.34K ﹤0.01%
51
3030
$1.33K ﹤0.01%
+105
3031
$1.32K ﹤0.01%
+270
3032
$1.32K ﹤0.01%
600
3033
$1.32K ﹤0.01%
38
-110
3034
$1.31K ﹤0.01%
+45
3035
$1.31K ﹤0.01%
21
-567
3036
$1.3K ﹤0.01%
+26
3037
$1.3K ﹤0.01%
+29
3038
$1.3K ﹤0.01%
+41
3039
$1.3K ﹤0.01%
+14
3040
$1.29K ﹤0.01%
208
+1
3041
$1.28K ﹤0.01%
+102
3042
$1.25K ﹤0.01%
340
-3,672
3043
$1.25K ﹤0.01%
+8
3044
$1.23K ﹤0.01%
52
3045
$1.23K ﹤0.01%
39
-348
3046
$1.22K ﹤0.01%
62
-131
3047
$1.21K ﹤0.01%
75
-505
3048
$1.2K ﹤0.01%
8
-65
3049
$1.19K ﹤0.01%
+57
3050
$1.19K ﹤0.01%
+374
120 121
122
123 124