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
3251
$219 ﹤0.01%
13
3252
$216 ﹤0.01%
+3
3253
$198 ﹤0.01%
19
3254
$196 ﹤0.01%
20
3255
$195 ﹤0.01%
3
-4
3256
$194 ﹤0.01%
87
3257
$194 ﹤0.01%
8
3258
$188 ﹤0.01%
300
+150
3259
$184 ﹤0.01%
9
3260
$183 ﹤0.01%
+5
3261
$177 ﹤0.01%
+100
3262
$172 ﹤0.01%
+50
3263
$166 ﹤0.01%
+100
3264
$162 ﹤0.01%
+300
3265
$162 ﹤0.01%
6
3266
$155 ﹤0.01%
3
3267
$150 ﹤0.01%
10
3268
$149 ﹤0.01%
+50
3269
$146 ﹤0.01%
100
-1,900
3270
$142 ﹤0.01%
2
+1
3271
$140 ﹤0.01%
+15
3272
$136 ﹤0.01%
+4
3273
$131 ﹤0.01%
100
3274
$130 ﹤0.01%
41
3275
$128 ﹤0.01%
+18
129 130
131
132 133