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
2951
$2.29K ﹤0.01%
+100
2952
$2.28K ﹤0.01%
862
+362
2953
$2.27K ﹤0.01%
+50
2954
$2.23K ﹤0.01%
78
+29
2955
$2.22K ﹤0.01%
248
+4
2956
$2.15K ﹤0.01%
27
+13
2957
$2.14K ﹤0.01%
+85
2958
$2.14K ﹤0.01%
+33
2959
$2.14K ﹤0.01%
+26
2960
$2.12K ﹤0.01%
100
-6,900
2961
$2.1K ﹤0.01%
3
2962
$2.08K ﹤0.01%
+365
2963
$2.07K ﹤0.01%
84
+9
2964
$2.07K ﹤0.01%
+100
2965
$2.03K ﹤0.01%
197
2966
$2.03K ﹤0.01%
43
-131
2967
$2.02K ﹤0.01%
28
2968
$2.01K ﹤0.01%
+493
2969
$2.01K ﹤0.01%
419
-1,100
2970
$1.99K ﹤0.01%
290
+200
2971
$1.98K ﹤0.01%
20
+5
2972
$1.96K ﹤0.01%
32
+13
2973
$1.93K ﹤0.01%
26
+16
2974
$1.93K ﹤0.01%
+100
2975
$1.92K ﹤0.01%
+100