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
3101
$868 ﹤0.01%
20
3102
$858 ﹤0.01%
250
-6,449
3103
$857 ﹤0.01%
+150
3104
$853 ﹤0.01%
48
+2
3105
$852 ﹤0.01%
+35
3106
$849 ﹤0.01%
10
+9
3107
$849 ﹤0.01%
+40
3108
$845 ﹤0.01%
+133
3109
$835 ﹤0.01%
+10
3110
$832 ﹤0.01%
+5
3111
$825 ﹤0.01%
375
3112
$821 ﹤0.01%
+10
3113
$819 ﹤0.01%
42
3114
$814 ﹤0.01%
+19
3115
$810 ﹤0.01%
11
+7
3116
$804 ﹤0.01%
42
3117
$803 ﹤0.01%
15
-2
3118
$798 ﹤0.01%
300
3119
$792 ﹤0.01%
40,622
3120
$785 ﹤0.01%
+100
3121
$778 ﹤0.01%
+10
3122
$774 ﹤0.01%
152
3123
$774 ﹤0.01%
+6
3124
$772 ﹤0.01%
30
3125
$770 ﹤0.01%
36
123 124
125
126 127