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
1176
$535K ﹤0.01%
16,917
-10,300
1177
$535K ﹤0.01%
+9,078
1178
$535K ﹤0.01%
6,971
+643
1179
$534K ﹤0.01%
16,364
-1,056
1180
$533K ﹤0.01%
24,724
-4,650
1181
$532K ﹤0.01%
13,355
-280
1182
$530K ﹤0.01%
17,802
-6,042
1183
$528K ﹤0.01%
14,402
+1,074
1184
$526K ﹤0.01%
14,912
+4,423
1185
$524K ﹤0.01%
26,011
-2,741
1186
$524K ﹤0.01%
21,103
-1,388
1187
$524K ﹤0.01%
12,809
-704
1188
$524K ﹤0.01%
2,193
+176
1189
$522K ﹤0.01%
7,242
-133
1190
$519K ﹤0.01%
12,223
-7
1191
$517K ﹤0.01%
23,909
-377
1192
$517K ﹤0.01%
1,254
+38
1193
$516K ﹤0.01%
7,978
-660
1194
$512K ﹤0.01%
5,656
-1,076
1195
$511K ﹤0.01%
12,120
-11,344
1196
$510K ﹤0.01%
43,847
-1,080
1197
$510K ﹤0.01%
10,153
+41
1198
$505K ﹤0.01%
26,241
-9,633
1199
$504K ﹤0.01%
31,010
-44,899
1200
$502K ﹤0.01%
15,050
+625