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
3326
– –
0
3327
$25 ﹤0.01%
+10
3328
– –
0
3329
$22 ﹤0.01%
242
3330
$22 ﹤0.01%
+20
3331
$20 ﹤0.01%
164
3332
$19 ﹤0.01%
+5
3333
$19 ﹤0.01%
1
3334
$16 ﹤0.01%
+1
3335
$16 ﹤0.01%
+1
3336
$15 ﹤0.01%
+20
3337
$14 ﹤0.01%
+2
3338
$13 ﹤0.01%
+2
3339
$13 ﹤0.01%
+2
3340
$12 ﹤0.01%
2
3341
$11 ﹤0.01%
1
-99
3342
$11 ﹤0.01%
1
3343
– –
0
3344
$10 ﹤0.01%
1
-10
3345
$10 ﹤0.01%
2
-100
3346
$7 ﹤0.01%
3
3347
$7 ﹤0.01%
+2
3348
$7 ﹤0.01%
+1
3349
$7 ﹤0.01%
1
-3,169
3350
$6 ﹤0.01%
+1
132 133
134
135 136