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
3351
$6 ﹤0.01%
3
3352
– –
0
3353
$5 ﹤0.01%
+1
3354
$4 ﹤0.01%
4
3355
$3 ﹤0.01%
1
3356
$3 ﹤0.01%
1
3357
$3 ﹤0.01%
1
3358
$3 ﹤0.01%
1
3359
– –
0
3360
– –
0
3361
– –
0
3362
$1 ﹤0.01%
+1
3363
– –
0
3364
$1 ﹤0.01%
+1
3365
– –
0
3366
– –
-30
3367
– –
-1
3368
– –
-1
3369
– –
-3,216
3370
– –
-11
3371
– –
-41,386
3372
– –
-354,998
3373
– –
-931,021
3374
– –
-9,410
3375
– –
-199,180
133 134
135
136 137