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
2226
$31.7K ﹤0.01%
2,436
2227
$31.5K ﹤0.01%
694
+5
2228
$31.5K ﹤0.01%
187
+10
2229
$31.5K ﹤0.01%
631
-520
2230
$31.5K ﹤0.01%
1,237
+1,000
2231
$31.5K ﹤0.01%
248
-2
2232
$31.3K ﹤0.01%
4,213
-1,002
2233
$31.2K ﹤0.01%
+706
2234
$31.2K ﹤0.01%
1,250
2235
$31.2K ﹤0.01%
4,062
2236
$31.1K ﹤0.01%
290
2237
$31.1K ﹤0.01%
2,836
2238
$31.1K ﹤0.01%
875
2239
$30.8K ﹤0.01%
255
+5
2240
$30.8K ﹤0.01%
+2,203
2241
$30.7K ﹤0.01%
+592
2242
$30.5K ﹤0.01%
580
2243
$30.3K ﹤0.01%
911
+164
2244
$30.3K ﹤0.01%
103
2245
$30.3K ﹤0.01%
1,762
-9
2246
$30.1K ﹤0.01%
+1,071
2247
$30K ﹤0.01%
475
2248
$30K ﹤0.01%
+2,111
2249
$29.9K ﹤0.01%
474
-1,010
2250
$29.8K ﹤0.01%
2,000
88 89
90
91 92