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
1101
$676K ﹤0.01%
7,922
-310
1102
$675K ﹤0.01%
5,107
-70,000
1103
$672K ﹤0.01%
6,840
+3,960
1104
$670K ﹤0.01%
16,132
+2,323
1105
$669K ﹤0.01%
17,840
+3,160
1106
$664K ﹤0.01%
13,888
-168,095
1107
$664K ﹤0.01%
10,155
+655
1108
$664K ﹤0.01%
2,017
+338
1109
$660K ﹤0.01%
27,008
-1,738
1110
$658K ﹤0.01%
22,667
-1,033
1111
$655K ﹤0.01%
6,104
-273
1112
$652K ﹤0.01%
9,011
-5,531
1113
$651K ﹤0.01%
9,761
+384
1114
$650K ﹤0.01%
9,175
+344
1115
$649K ﹤0.01%
8,356
+425
1116
$647K ﹤0.01%
8,190
-342
1117
$645K ﹤0.01%
17,556
+407
1118
$643K ﹤0.01%
8,999
+162
1119
$642K ﹤0.01%
24,673
-3,339
1120
$641K ﹤0.01%
31,374
+3,310
1121
$640K ﹤0.01%
9,852
-85
1122
$636K ﹤0.01%
8,123
-411
1123
$635K ﹤0.01%
914
1124
$631K ﹤0.01%
6,096
-106
1125
$623K ﹤0.01%
1,397
+323
43 44
45
46 47