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
2126
$40.2K ﹤0.01%
3,922
2127
$40K ﹤0.01%
1,453
2128
$40K ﹤0.01%
3,000
2129
$40K ﹤0.01%
427
-573
2130
$40K ﹤0.01%
967
+10
2131
$39.9K ﹤0.01%
1,229
-347
2132
$39.9K ﹤0.01%
2,213
+2,003
2133
$39.7K ﹤0.01%
592
2134
$39.7K ﹤0.01%
692
-129
2135
$39.7K ﹤0.01%
847
-1,445
2136
$39.7K ﹤0.01%
822
2137
$39.7K ﹤0.01%
631
2138
$39.6K ﹤0.01%
800
2139
$39.6K ﹤0.01%
1,885
+385
2140
$39.6K ﹤0.01%
3,320
+65
2141
$39.5K ﹤0.01%
3,094
+25
2142
$39.3K ﹤0.01%
297
-235
2143
$39.3K ﹤0.01%
1,000
-108
2144
$39.1K ﹤0.01%
10,410
+4,465
2145
$39.1K ﹤0.01%
+1,390
2146
$39K ﹤0.01%
+1,200
2147
$39K ﹤0.01%
+1,398
2148
$38.9K ﹤0.01%
127
+83
2149
$38.9K ﹤0.01%
1,160
2150
$38.9K ﹤0.01%
252
-14
84 85
86
87 88