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
3151
$629 ﹤0.01%
42
3152
$625 ﹤0.01%
+253
3153
$625 ﹤0.01%
+5
3154
$616 ﹤0.01%
+348
3155
$615 ﹤0.01%
100
-491
3156
$615 ﹤0.01%
+40
3157
$615 ﹤0.01%
100
3158
$614 ﹤0.01%
+54
3159
$612 ﹤0.01%
10
3160
$606 ﹤0.01%
+401
3161
$603 ﹤0.01%
43
3162
$598 ﹤0.01%
+5
3163
$590 ﹤0.01%
+855
3164
$582 ﹤0.01%
+25
3165
$579 ﹤0.01%
+29
3166
$560 ﹤0.01%
1,000
3167
$559 ﹤0.01%
7
-29
3168
$550 ﹤0.01%
500
3169
$545 ﹤0.01%
202
3170
$544 ﹤0.01%
107
3171
$544 ﹤0.01%
40
-230
3172
$536 ﹤0.01%
+13
3173
$535 ﹤0.01%
+25
3174
$525 ﹤0.01%
500
3175
$522 ﹤0.01%
+10
125 126
127
128 129