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
1976
$60.6K ﹤0.01%
5,357
+515
1977
$60.6K ﹤0.01%
+3,481
1978
$59.5K ﹤0.01%
8,353
+1,935
1979
$59.4K ﹤0.01%
5,263
+3,072
1980
$59.3K ﹤0.01%
485
1981
$59.1K ﹤0.01%
+3,270
1982
$59K ﹤0.01%
942
-85
1983
$58.8K ﹤0.01%
4,747
-53
1984
$58.6K ﹤0.01%
+1,313
1985
$58.5K ﹤0.01%
1,516
+29
1986
$58.4K ﹤0.01%
3,242
+22
1987
$58.3K ﹤0.01%
608
1988
$58.2K ﹤0.01%
1,473
+300
1989
$58.2K ﹤0.01%
900
1990
$58.2K ﹤0.01%
5,070
1991
$58.1K ﹤0.01%
565
-320
1992
$57.6K ﹤0.01%
2,772
+1,000
1993
$57.5K ﹤0.01%
1,616
-3,353
1994
$57.5K ﹤0.01%
+1,250
1995
$57.3K ﹤0.01%
1,880
-350
1996
$57.3K ﹤0.01%
5,965
+823
1997
$57.2K ﹤0.01%
260
-78
1998
$57.1K ﹤0.01%
3,209
-338
1999
$57K ﹤0.01%
3,250
2000
$56.9K ﹤0.01%
1,244
78 79
80
81 82