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
276
$22M 0.02%
376,672
+21,031
277
$22M 0.02%
270,391
-3,436
278
$21.6M 0.02%
84,655
-4,555
279
$21.6M 0.02%
511,188
+116,974
280
$21.4M 0.02%
271,028
+3,263
281
$21.2M 0.02%
505,111
+21,409
282
$20.8M 0.02%
218,439
-42,576
283
$20.7M 0.02%
444,288
+188,690
284
$20.1M 0.02%
238,896
-20,243
285
$19.9M 0.02%
410,815
+76,178
286
$19.5M 0.02%
609,402
-55,098
287
$19.4M 0.02%
334,667
+40,316
288
$19.3M 0.02%
510,976
+15,676
289
$19.1M 0.02%
85,537
+48,079
290
$18.4M 0.02%
417,245
+18,554
291
$18M 0.02%
124,324
+7,996
292
$18M 0.02%
282,178
+9,376
293
$17.8M 0.02%
101,451
+8,453
294
$17.8M 0.02%
299,400
+6,553
295
$17.4M 0.02%
756,559
+300,456
296
$17.4M 0.02%
747,801
+169,382
297
$17.4M 0.02%
190,958
+162,033
298
$17.2M 0.02%
428,497
-77,571
299
$17.2M 0.02%
592,506
+572,490
300
$17.1M 0.02%
200,479
+199,540