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
1251
$447K ﹤0.01%
31,166
-3,458
1252
$446K ﹤0.01%
5,060
+109
1253
$444K ﹤0.01%
2,352
+131
1254
$443K ﹤0.01%
8,092
+3,086
1255
$443K ﹤0.01%
5,033
-102
1256
$441K ﹤0.01%
31,479
-1,047
1257
$440K ﹤0.01%
40,777
-6,407
1258
$440K ﹤0.01%
777
+300
1259
$438K ﹤0.01%
15,340
-5,247
1260
$436K ﹤0.01%
8,309
-733
1261
$434K ﹤0.01%
17,139
+1,366
1262
$428K ﹤0.01%
4,476
+4
1263
$426K ﹤0.01%
3,297
-1,135
1264
$423K ﹤0.01%
13,776
-11,418
1265
$423K ﹤0.01%
1,983
-224
1266
$422K ﹤0.01%
48,466
+637
1267
$419K ﹤0.01%
11,393
+724
1268
$419K ﹤0.01%
1,904
+105
1269
$417K ﹤0.01%
14,525
-70
1270
$415K ﹤0.01%
9,181
+112
1271
$413K ﹤0.01%
1,710
+12
1272
$412K ﹤0.01%
3,370
-18
1273
$409K ﹤0.01%
7,736
+5
1274
$408K ﹤0.01%
4,527
+1,720
1275
$406K ﹤0.01%
22,437
+9,047