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
226
$34.6M 0.04%
215,821
+9,170
227
$34.5M 0.04%
539,784
-46,761
228
$34.4M 0.04%
1,472,589
-784,467
229
$34.3M 0.04%
331,875
+143,908
230
$34M 0.04%
661,191
+76,418
231
$34M 0.04%
1,405,417
-116,596
232
$33.5M 0.04%
893,303
-383,343
233
$32.9M 0.04%
301,924
-30,806
234
$32.9M 0.04%
510,141
+2,913
235
$32.7M 0.04%
179,323
+2,579
236
$32.6M 0.04%
713,450
+20,700
237
$32.3M 0.04%
1,423,544
+1,200,308
238
$32.1M 0.04%
341,239
+25,736
239
$31.7M 0.04%
651,300
+61,000
240
$31.6M 0.04%
89,917
+538
241
$31.4M 0.04%
236,245
+3,560
242
$31.1M 0.04%
878,294
+454,207
243
$30.6M 0.03%
197,775
-13,029
244
$30.6M 0.03%
195,241
+1,424
245
$30.6M 0.03%
235,195
-8,188
246
$30.6M 0.03%
1,281,200
+150,210
247
$30.3M 0.03%
1,251,071
+305,186
248
$30M 0.03%
427,425
-15,592
249
$29.8M 0.03%
1,033,394
-2,493
250
$29.6M 0.03%
410,378
+21,041