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
1201
$502K ﹤0.01%
79,024
-2,152
1202
$499K ﹤0.01%
30,081
1203
$499K ﹤0.01%
14,815
+772
1204
$498K ﹤0.01%
9,775
+794
1205
$497K ﹤0.01%
4,636
+2,712
1206
$497K ﹤0.01%
18,474
+12,769
1207
$497K ﹤0.01%
16,750
1208
$496K ﹤0.01%
9,961
1209
$495K ﹤0.01%
2,629
-789
1210
$494K ﹤0.01%
7,145
-1,488
1211
$494K ﹤0.01%
2,400
-41
1212
$493K ﹤0.01%
40,500
+7,609
1213
$492K ﹤0.01%
11,388
+5,932
1214
$492K ﹤0.01%
15,852
-863
1215
$490K ﹤0.01%
70
-1
1216
$488K ﹤0.01%
5,783
-30
1217
$487K ﹤0.01%
27,517
+752
1218
$487K ﹤0.01%
6,398
+56
1219
$487K ﹤0.01%
5,250
+15
1220
$484K ﹤0.01%
6,262
-312
1221
$483K ﹤0.01%
5,098
+111
1222
$483K ﹤0.01%
20,863
-2,364
1223
$482K ﹤0.01%
9,519
-2,827
1224
$478K ﹤0.01%
2,700
1225
$478K ﹤0.01%
6,316
+18