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
2051
$50.8K ﹤0.01%
1,019
+275
2052
$50.7K ﹤0.01%
860
-9
2053
$50.7K ﹤0.01%
1,029
2054
$50.6K ﹤0.01%
698
+633
2055
$50.4K ﹤0.01%
+1,500
2056
$50.3K ﹤0.01%
1,121
+1,043
2057
$50.1K ﹤0.01%
2,000
2058
$50.1K ﹤0.01%
300
+36
2059
$50K ﹤0.01%
5,000
2060
$50K ﹤0.01%
2,070
2061
$50K ﹤0.01%
593
-1,374
2062
$49.5K ﹤0.01%
1,141
-88
2063
$49.4K ﹤0.01%
132
+37
2064
$49.3K ﹤0.01%
488
+29
2065
$49.1K ﹤0.01%
864
-475
2066
$49.1K ﹤0.01%
1,052
+685
2067
$49.1K ﹤0.01%
3,073
-433
2068
$49.1K ﹤0.01%
+3,170
2069
$48.9K ﹤0.01%
4,746
-5,000
2070
$48.5K ﹤0.01%
939
-573
2071
$48.2K ﹤0.01%
10,948
-5,044,502
2072
$48.1K ﹤0.01%
2,298
+177
2073
$47.9K ﹤0.01%
9,299
2074
$47.8K ﹤0.01%
+865
2075
$47.8K ﹤0.01%
1,700
-656
81 82
83
84 85