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
3226
$313 ﹤0.01%
25
-983
3227
$313 ﹤0.01%
+10
3228
$301 ﹤0.01%
+60
3229
$299 ﹤0.01%
45
3230
$299 ﹤0.01%
+20
3231
$284 ﹤0.01%
10
-34
3232
$281 ﹤0.01%
+61
3233
$281 ﹤0.01%
47
+5
3234
$274 ﹤0.01%
100
3235
$271 ﹤0.01%
40
3236
$269 ﹤0.01%
100
-12
3237
$258 ﹤0.01%
17
-17
3238
$257 ﹤0.01%
+44
3239
$248 ﹤0.01%
58
3240
$248 ﹤0.01%
+4
3241
$247 ﹤0.01%
25
3242
$243 ﹤0.01%
+5
3243
$242 ﹤0.01%
9
3244
$231 ﹤0.01%
+15
3245
$230 ﹤0.01%
+17
3246
$227 ﹤0.01%
54
3247
$224 ﹤0.01%
+4
3248
$224 ﹤0.01%
+10
3249
$219 ﹤0.01%
60
3250
$219 ﹤0.01%
+100
128 129
130
131 132