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
2076
$47.7K ﹤0.01%
1,705
-48
2077
$47.3K ﹤0.01%
381
+11
2078
$47.1K ﹤0.01%
3,824
-780
2079
$46.8K ﹤0.01%
4,448
-2,288
2080
$46.7K ﹤0.01%
824
2081
$46.7K ﹤0.01%
5,070
+4,709
2082
$46.6K ﹤0.01%
1,160
+189
2083
$46K ﹤0.01%
2,776
-10
2084
$45.9K ﹤0.01%
452
+447
2085
$45.8K ﹤0.01%
1,150
2086
$45.3K ﹤0.01%
10,074
+3,003
2087
$45.1K ﹤0.01%
3,500
2088
$44.9K ﹤0.01%
3,044
+2,044
2089
$44.9K ﹤0.01%
2,845
2090
$44.5K ﹤0.01%
+3,109
2091
$44.3K ﹤0.01%
4,513
-13,226
2092
$43.9K ﹤0.01%
976
-1,281
2093
$43.7K ﹤0.01%
+1,464
2094
$43.7K ﹤0.01%
1,513
-1,041
2095
$43.7K ﹤0.01%
2,952
-867
2096
$43.6K ﹤0.01%
+1,500
2097
$43.6K ﹤0.01%
+330
2098
$43.5K ﹤0.01%
3,114
+89
2099
$43.4K ﹤0.01%
219
+15
2100
$43.2K ﹤0.01%
+440
82 83
84
85 86