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
1151
$570K ﹤0.01%
64,949
+49,783
1152
$570K ﹤0.01%
2,194
-232
1153
$569K ﹤0.01%
16,288
+3,092
1154
$568K ﹤0.01%
9,906
+5
1155
$568K ﹤0.01%
26,814
-9,431
1156
$567K ﹤0.01%
19,765
+1,445
1157
$566K ﹤0.01%
11,353
+626
1158
$565K ﹤0.01%
3,020
-294
1159
$564K ﹤0.01%
113,023
+848
1160
$564K ﹤0.01%
11,146
-21
1161
$562K ﹤0.01%
17,408
-1,485
1162
$560K ﹤0.01%
10,181
+103
1163
$558K ﹤0.01%
12,197
+1,150
1164
$555K ﹤0.01%
13,403
-35,092
1165
$554K ﹤0.01%
10,705
+2,755
1166
$550K ﹤0.01%
8,039
-755
1167
$549K ﹤0.01%
53,655
-14,138
1168
$547K ﹤0.01%
+26,037
1169
$545K ﹤0.01%
5,022
+257
1170
$544K ﹤0.01%
20,555
+2,120
1171
$542K ﹤0.01%
59,789
+10,528
1172
$542K ﹤0.01%
10,291
+1,111
1173
$539K ﹤0.01%
21,250
+2,718
1174
$538K ﹤0.01%
9,413
+163
1175
$537K ﹤0.01%
4,951
+123