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
3001
$1.67K ﹤0.01%
+32
3002
$1.67K ﹤0.01%
+445
3003
$1.66K ﹤0.01%
+55
3004
$1.64K ﹤0.01%
76
3005
$1.63K ﹤0.01%
+54
3006
$1.62K ﹤0.01%
73
-59
3007
$1.62K ﹤0.01%
100
-1,500
3008
$1.57K ﹤0.01%
59
+32
3009
$1.55K ﹤0.01%
44
3010
$1.54K ﹤0.01%
50
3011
$1.53K ﹤0.01%
+30
3012
$1.52K ﹤0.01%
+41
3013
$1.51K ﹤0.01%
+50
3014
$1.51K ﹤0.01%
+15
3015
$1.46K ﹤0.01%
292
3016
$1.45K ﹤0.01%
+10
3017
$1.43K ﹤0.01%
12
3018
$1.43K ﹤0.01%
+14
3019
$1.42K ﹤0.01%
+375
3020
$1.41K ﹤0.01%
+400
3021
$1.39K ﹤0.01%
+34
3022
$1.36K ﹤0.01%
+50
3023
$1.36K ﹤0.01%
10
-81
3024
$1.36K ﹤0.01%
+70
3025
$1.35K ﹤0.01%
+166