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
3076
$1K ﹤0.01%
21
-88
3077
$995 ﹤0.01%
+43
3078
$994 ﹤0.01%
+200
3079
$987 ﹤0.01%
+15
3080
$984 ﹤0.01%
+23
3081
$981 ﹤0.01%
+57
3082
$981 ﹤0.01%
+5
3083
$971 ﹤0.01%
8
-1,000
3084
$969 ﹤0.01%
37
+2
3085
$968 ﹤0.01%
100
-3,774
3086
$960 ﹤0.01%
10
-1,719
3087
$943 ﹤0.01%
+20
3088
$936 ﹤0.01%
+40
3089
$934 ﹤0.01%
50
-230
3090
$926 ﹤0.01%
+58
3091
$923 ﹤0.01%
18
3092
$923 ﹤0.01%
12
+9
3093
$915 ﹤0.01%
5
-2
3094
$914 ﹤0.01%
+69
3095
$905 ﹤0.01%
+13
3096
$902 ﹤0.01%
+5
3097
$898 ﹤0.01%
+32
3098
$888 ﹤0.01%
+8
3099
$882 ﹤0.01%
+20
3100
$873 ﹤0.01%
+15
122 123
124
125 126