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
1026
$862K ﹤0.01%
607
-40
1027
$860K ﹤0.01%
7,891
-8,577
1028
$860K ﹤0.01%
11,894
-1,787
1029
$858K ﹤0.01%
72,565
-9,505
1030
$857K ﹤0.01%
19,731
+17,987
1031
$855K ﹤0.01%
74,818
-651
1032
$850K ﹤0.01%
28,818
-1,379
1033
$848K ﹤0.01%
24,438
-1,827
1034
$845K ﹤0.01%
62,349
+21,342
1035
$844K ﹤0.01%
11,037
-232
1036
$832K ﹤0.01%
80,663
-810
1037
$832K ﹤0.01%
18,015
+10,774
1038
$830K ﹤0.01%
1,664
+71
1039
$829K ﹤0.01%
29,584
-486
1040
$826K ﹤0.01%
6,790
-1,755
1041
$817K ﹤0.01%
6,937
+313
1042
$815K ﹤0.01%
7,478
+786
1043
$814K ﹤0.01%
12,308
+360
1044
$807K ﹤0.01%
13,228
+10,338
1045
$805K ﹤0.01%
8,730
+4,122
1046
$804K ﹤0.01%
17,682
+5,944
1047
$804K ﹤0.01%
76,131
1048
$798K ﹤0.01%
8,562
-1,086
1049
$795K ﹤0.01%
11,645
+1,500
1050
$793K ﹤0.01%
9,525
+1,366
40 41
42
43 44