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
1051
$792K ﹤0.01%
5,415
-1,795
1052
$789K ﹤0.01%
20,636
1053
$788K ﹤0.01%
5,365
+721
1054
$787K ﹤0.01%
4,573
+3,089
1055
$783K ﹤0.01%
14,992
-5,609
1056
$782K ﹤0.01%
35,202
+23,985
1057
$780K ﹤0.01%
12,217
+3,193
1058
$773K ﹤0.01%
25,013
+2,725
1059
$771K ﹤0.01%
8,920
-1,970
1060
$770K ﹤0.01%
7,842
+1,512
1061
$770K ﹤0.01%
48,210
+4,736
1062
$761K ﹤0.01%
52,251
-8,348
1063
$756K ﹤0.01%
20,432
+1,186
1064
$756K ﹤0.01%
4,864
+689
1065
$754K ﹤0.01%
21,624
+2,810
1066
$751K ﹤0.01%
13,923
-12,888
1067
$751K ﹤0.01%
4,199
-783
1068
$750K ﹤0.01%
5,931
-2,341
1069
$750K ﹤0.01%
21,859
+253
1070
$747K ﹤0.01%
12,639
+305
1071
$745K ﹤0.01%
7,877
-347
1072
$744K ﹤0.01%
52,546
+2,841
1073
$742K ﹤0.01%
14,011
-666
1074
$741K ﹤0.01%
94,666
-47,360
1075
$739K ﹤0.01%
24,768
-214
41 42
43
44 45