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
2601
$9.73K ﹤0.01%
+173
2602
$9.68K ﹤0.01%
400
2603
$9.67K ﹤0.01%
40
+10
2604
$9.57K ﹤0.01%
3,106
2605
$9.55K ﹤0.01%
+320
2606
$9.47K ﹤0.01%
191
+54
2607
$9.47K ﹤0.01%
77
+22
2608
$9.41K ﹤0.01%
169
2609
$9.39K ﹤0.01%
345
-2
2610
$9.39K ﹤0.01%
545
-2,083
2611
$9.36K ﹤0.01%
628
-70
2612
$9.34K ﹤0.01%
1,205
2613
$9.33K ﹤0.01%
1,100
-275
2614
$9.33K ﹤0.01%
+228
2615
$9.32K ﹤0.01%
2,000
-29
2616
$9.32K ﹤0.01%
335
2617
$9.26K ﹤0.01%
167
2618
$9.25K ﹤0.01%
+204
2619
$9.22K ﹤0.01%
110
-38
2620
$9.21K ﹤0.01%
951
+103
2621
$9.14K ﹤0.01%
523
+4
2622
$9.14K ﹤0.01%
180
-70
2623
$9.13K ﹤0.01%
280
-4,631
2624
$9.12K ﹤0.01%
220
2625
$9.11K ﹤0.01%
+124