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
3126
$768 ﹤0.01%
59
-270
3127
$765 ﹤0.01%
500
3128
$752 ﹤0.01%
+425
3129
$751 ﹤0.01%
+275
3130
$742 ﹤0.01%
+50
3131
$738 ﹤0.01%
+70
3132
$732 ﹤0.01%
+6
3133
$730 ﹤0.01%
+30
3134
$719 ﹤0.01%
29
-104
3135
$715 ﹤0.01%
95
+63
3136
$714 ﹤0.01%
20
3137
$712 ﹤0.01%
68
3138
$711 ﹤0.01%
+225
3139
– –
0
3140
$666 ﹤0.01%
142
3141
$660 ﹤0.01%
+10
3142
$659 ﹤0.01%
15
-172
3143
$657 ﹤0.01%
8
3144
$654 ﹤0.01%
+20
3145
$650 ﹤0.01%
+20
3146
$648 ﹤0.01%
+28
3147
$643 ﹤0.01%
105
-23
3148
$642 ﹤0.01%
80
3149
$640 ﹤0.01%
3
-3
3150
$640 ﹤0.01%
115
+5
124 125
126
127 128