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
426
$8.39M 0.01%
38,682
+3,555
427
$8.32M 0.01%
17,761
+680
428
$8.29M 0.01%
230,804
+132,516
429
$8.24M 0.01%
47,844
+44,427
430
$8.2M 0.01%
123,551
+55,297
431
$8.17M 0.01%
188,862
-24,496
432
$8.17M 0.01%
312,876
-108,012
433
$8.09M 0.01%
138,408
+117,337
434
$7.87M 0.01%
5,007
+79
435
$7.72M 0.01%
75,801
-173
436
$7.69M 0.01%
162,340
+13,233
437
$7.67M 0.01%
207,709
-18,488
438
$7.58M 0.01%
165,880
+10,403
439
$7.57M 0.01%
82,862
-5,941
440
$7.54M 0.01%
22,275
+1,547
441
$7.52M 0.01%
52,822
+944
442
$7.48M 0.01%
226,203
-7,460
443
$7.47M 0.01%
54,787
+9,434
444
$7.45M 0.01%
127,285
+15,436
445
$7.4M 0.01%
142,690
+17,562
446
$7.33M 0.01%
194,015
-15,724
447
$7.32M 0.01%
30,559
-422
448
$7.3M 0.01%
73,673
+70,693
449
$7.3M 0.01%
91,584
-373
450
$7.28M 0.01%
72,230
-11,808