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
3176
$509 ﹤0.01%
+141
3177
$507 ﹤0.01%
+20
3178
$506 ﹤0.01%
+383
3179
$501 ﹤0.01%
+15
3180
$500 ﹤0.01%
+5
3181
$494 ﹤0.01%
+30
3182
$488 ﹤0.01%
+56
3183
$484 ﹤0.01%
+10
3184
$483 ﹤0.01%
25
3185
$478 ﹤0.01%
10
-90
3186
$470 ﹤0.01%
109
-1,267
3187
$470 ﹤0.01%
56
3188
$465 ﹤0.01%
+20
3189
$458 ﹤0.01%
305
3190
$458 ﹤0.01%
150
-850
3191
$456 ﹤0.01%
+176
3192
$444 ﹤0.01%
120
3193
$438 ﹤0.01%
+10
3194
$428 ﹤0.01%
+17
3195
$425 ﹤0.01%
20
-2,680
3196
$425 ﹤0.01%
4
+1
3197
$420 ﹤0.01%
69
-42
3198
$414 ﹤0.01%
+15
3199
$410 ﹤0.01%
2
-75
3200
$407 ﹤0.01%
+10
126 127
128
129 130