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
901
$1.29M ﹤0.01%
25,070
-3,566
902
$1.28M ﹤0.01%
4,687
+2,213
903
$1.27M ﹤0.01%
8,363
-18
904
$1.26M ﹤0.01%
31,003
+6,079
905
$1.26M ﹤0.01%
9,071
+518
906
$1.25M ﹤0.01%
9,263
+401
907
$1.23M ﹤0.01%
2,223
+420
908
$1.23M ﹤0.01%
22,043
+896
909
$1.21M ﹤0.01%
34,463
-2,784
910
$1.21M ﹤0.01%
95,767
+87,406
911
$1.21M ﹤0.01%
21,514
+1,682
912
$1.21M ﹤0.01%
67,682
+7,904
913
$1.21M ﹤0.01%
33,789
-21,163
914
$1.21M ﹤0.01%
11,028
-2,810
915
$1.21M ﹤0.01%
264,905
916
$1.2M ﹤0.01%
12,135
+850
917
$1.2M ﹤0.01%
14,221
-652
918
$1.2M ﹤0.01%
17,591
+608
919
$1.2M ﹤0.01%
110,596
-7,418
920
$1.19M ﹤0.01%
12,709
+3,059
921
$1.18M ﹤0.01%
15,303
-108
922
$1.18M ﹤0.01%
13,173
-2,773
923
$1.18M ﹤0.01%
19,656
-2,206
924
$1.16M ﹤0.01%
32,405
+175
925
$1.16M ﹤0.01%
84,557
+37,813