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
3276
$124 ﹤0.01%
+17
3277
$123 ﹤0.01%
+50
3278
$123 ﹤0.01%
16
-84
3279
$118 ﹤0.01%
+25
3280
$112 ﹤0.01%
+3
3281
$109 ﹤0.01%
2
3282
$103 ﹤0.01%
43
-457
3283
$101 ﹤0.01%
+5
3284
$99 ﹤0.01%
33
3285
$95 ﹤0.01%
100
3286
$93 ﹤0.01%
13
3287
$92 ﹤0.01%
+20
3288
– –
0
3289
$90 ﹤0.01%
+5
3290
$90 ﹤0.01%
+3
3291
$80 ﹤0.01%
2
-75
3292
$78 ﹤0.01%
1
-34
3293
$77 ﹤0.01%
241
3294
$72 ﹤0.01%
+10
3295
$71 ﹤0.01%
48
3296
$66 ﹤0.01%
+3
3297
$65 ﹤0.01%
2
3298
$65 ﹤0.01%
9
-6,841
3299
$62 ﹤0.01%
+5
3300
$62 ﹤0.01%
4
130 131
132
133 134