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
701
$2.63M ﹤0.01%
133,328
-34,689
702
$2.62M ﹤0.01%
39,573
-41
703
$2.59M ﹤0.01%
67,006
+29,531
704
$2.59M ﹤0.01%
104,150
+26,470
705
$2.59M ﹤0.01%
44,246
+17,589
706
$2.57M ﹤0.01%
48,456
+2,738
707
$2.55M ﹤0.01%
85,659
+5,592
708
$2.53M ﹤0.01%
5,300
+835
709
$2.53M ﹤0.01%
45,741
+4,906
710
$2.53M ﹤0.01%
18,990
-5,013
711
$2.52M ﹤0.01%
38,250
+2,941
712
$2.48M ﹤0.01%
61,580
+2,812
713
$2.48M ﹤0.01%
15,449
-3,680
714
$2.46M ﹤0.01%
16,208
-1,760
715
$2.44M ﹤0.01%
117,456
+115,765
716
$2.43M ﹤0.01%
61,726
-1,753
717
$2.43M ﹤0.01%
101,570
+55,031
718
$2.43M ﹤0.01%
22,521
-3,843
719
$2.4M ﹤0.01%
28,413
+1,031
720
$2.39M ﹤0.01%
14,116
+7,927
721
$2.38M ﹤0.01%
13,689
-43
722
$2.38M ﹤0.01%
64,235
-24,442
723
$2.36M ﹤0.01%
82,570
+17,933
724
$2.36M ﹤0.01%
149,003
-14,674
725
$2.36M ﹤0.01%
24,910
+1,510