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
2751
$5.86K ﹤0.01%
1,009
2752
$5.85K ﹤0.01%
+271
2753
$5.84K ﹤0.01%
+3,650
2754
$5.84K ﹤0.01%
336
2755
$5.84K ﹤0.01%
400
+300
2756
$5.83K ﹤0.01%
+77
2757
$5.83K ﹤0.01%
255
2758
$5.83K ﹤0.01%
206
2759
$5.81K ﹤0.01%
+202
2760
$5.81K ﹤0.01%
600
+10
2761
$5.72K ﹤0.01%
248
2762
$5.71K ﹤0.01%
+122
2763
$5.7K ﹤0.01%
370
2764
$5.7K ﹤0.01%
75
-37
2765
$5.68K ﹤0.01%
920
+24
2766
$5.67K ﹤0.01%
125
-3
2767
$5.67K ﹤0.01%
+35
2768
$5.67K ﹤0.01%
+83
2769
$5.65K ﹤0.01%
62
-66
2770
$5.65K ﹤0.01%
+120
2771
$5.59K ﹤0.01%
+300
2772
$5.59K ﹤0.01%
+144
2773
$5.53K ﹤0.01%
117
+55
2774
$5.51K ﹤0.01%
+40
2775
$5.48K ﹤0.01%
57
-5