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
1126
$622K ﹤0.01%
3,482
+1,423
1127
$621K ﹤0.01%
54,132
-35,880
1128
$618K ﹤0.01%
26,794
+20,695
1129
$617K ﹤0.01%
1,754
+222
1130
$616K ﹤0.01%
10,877
+2,291
1131
$612K ﹤0.01%
9,136
+391
1132
$612K ﹤0.01%
64,880
-5,863
1133
$611K ﹤0.01%
6,229
-271
1134
$602K ﹤0.01%
9,748
+2,844
1135
$598K ﹤0.01%
16,155
+2,189
1136
$597K ﹤0.01%
6,459
-655
1137
$596K ﹤0.01%
15,408
-844
1138
$595K ﹤0.01%
11,614
+1,943
1139
$586K ﹤0.01%
5,122
+217
1140
$584K ﹤0.01%
23,671
-29,010
1141
$584K ﹤0.01%
12,245
+6,090
1142
$583K ﹤0.01%
13,613
+10,403
1143
$580K ﹤0.01%
8,948
-356
1144
$580K ﹤0.01%
22,910
-65,947
1145
$578K ﹤0.01%
13,400
-193
1146
$575K ﹤0.01%
111,290
-5,000
1147
$574K ﹤0.01%
19,943
-6,699
1148
$573K ﹤0.01%
12,969
-1,586
1149
$572K ﹤0.01%
6,768
1150
$571K ﹤0.01%
+22,565
44 45
46
47 48