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
1001
$916K ﹤0.01%
9,966
+1,155
1002
$914K ﹤0.01%
26,206
+2,233
1003
$905K ﹤0.01%
143,723
+41,095
1004
$905K ﹤0.01%
20,260
-2,678
1005
$905K ﹤0.01%
4,085
+126
1006
$904K ﹤0.01%
25,350
-303
1007
$903K ﹤0.01%
18,004
+2,431
1008
$899K ﹤0.01%
45,524
-5,791
1009
$898K ﹤0.01%
19,725
-5,496
1010
$898K ﹤0.01%
18,602
-1,086
1011
$898K ﹤0.01%
7,045
-371
1012
$896K ﹤0.01%
86,514
-803
1013
$895K ﹤0.01%
11,561
-1,823
1014
$892K ﹤0.01%
45,295
-21,666
1015
$891K ﹤0.01%
3,187
-121
1016
$891K ﹤0.01%
27,815
+1,071
1017
$884K ﹤0.01%
3,716
+266
1018
$883K ﹤0.01%
13,151
+315
1019
$882K ﹤0.01%
48,280
+15,686
1020
$881K ﹤0.01%
5,784
-3,288
1021
$876K ﹤0.01%
27,780
+1,600
1022
$868K ﹤0.01%
7,618
-2,263
1023
$868K ﹤0.01%
32,159
-1,157
1024
$866K ﹤0.01%
47,109
+3,509
1025
$864K ﹤0.01%
32,036
+7,522