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
2101
$43K ﹤0.01%
1,579
2102
$42.9K ﹤0.01%
+502
2103
$42.9K ﹤0.01%
2,429
+365
2104
$42.9K ﹤0.01%
998
-234
2105
$42.5K ﹤0.01%
3,408
+14
2106
$42.4K ﹤0.01%
7,665
+738
2107
$42.3K ﹤0.01%
1,379
+459
2108
$42.2K ﹤0.01%
3,540
+5
2109
$42.1K ﹤0.01%
96
+5
2110
$41.9K ﹤0.01%
+1,000
2111
$41.9K ﹤0.01%
1,417
-370
2112
$41.9K ﹤0.01%
4,220
2113
$41.8K ﹤0.01%
2,147
2114
$41.8K ﹤0.01%
18,246
2115
$41.5K ﹤0.01%
11,627
-3,424
2116
$41.4K ﹤0.01%
2,245
+366
2117
$41.3K ﹤0.01%
2,620
2118
$41K ﹤0.01%
189
-13
2119
$40.9K ﹤0.01%
2,192
+1,840
2120
$40.9K ﹤0.01%
482
-85
2121
$40.7K ﹤0.01%
+1,565
2122
$40.6K ﹤0.01%
3,453
-9,820
2123
$40.4K ﹤0.01%
566
2124
$40.4K ﹤0.01%
640
+144
2125
$40.3K ﹤0.01%
1,568
+121
83 84
85
86 87