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
3201
$402 ﹤0.01%
+68
3202
$396 ﹤0.01%
45
3203
$394 ﹤0.01%
+10
3204
$394 ﹤0.01%
60
3205
$390 ﹤0.01%
115
+15
3206
$386 ﹤0.01%
+13
3207
$382 ﹤0.01%
+57
3208
$381 ﹤0.01%
129
-224
3209
$376 ﹤0.01%
229
+111
3210
$362 ﹤0.01%
61
3211
$360 ﹤0.01%
+15
3212
$359 ﹤0.01%
+80
3213
$356 ﹤0.01%
+5
3214
$348 ﹤0.01%
+25
3215
$347 ﹤0.01%
+20
3216
$346 ﹤0.01%
+39
3217
$340 ﹤0.01%
10
3218
$333 ﹤0.01%
9
+8
3219
$329 ﹤0.01%
+155
3220
$328 ﹤0.01%
+50
3221
$326 ﹤0.01%
4
-11
3222
$323 ﹤0.01%
16
-1,799
3223
$320 ﹤0.01%
7
3224
$317 ﹤0.01%
+5
3225
$317 ﹤0.01%
3
-341
127 128
129
130 131