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
1451
$233K ﹤0.01%
5,101
-3,622
1452
$233K ﹤0.01%
+10,259
1453
$233K ﹤0.01%
9,802
-1,675
1454
$233K ﹤0.01%
1,238
1455
$232K ﹤0.01%
1,890
+227
1456
$232K ﹤0.01%
1,758
-533
1457
$232K ﹤0.01%
6,778
+101
1458
$231K ﹤0.01%
+71,370
1459
$230K ﹤0.01%
10,165
-956
1460
$230K ﹤0.01%
5,000
1461
$230K ﹤0.01%
6,606
+969
1462
$229K ﹤0.01%
63,699
-5,466
1463
$229K ﹤0.01%
2,225
1464
$228K ﹤0.01%
509
+249
1465
$227K ﹤0.01%
2,290
+1,888
1466
$227K ﹤0.01%
29,526
+4,239
1467
$227K ﹤0.01%
35,543
+13,070
1468
$227K ﹤0.01%
6,203
+5,998
1469
$226K ﹤0.01%
2,096
+9
1470
$225K ﹤0.01%
9,532
+4,345
1471
$225K ﹤0.01%
1,511
1472
$225K ﹤0.01%
5,681
+2,628
1473
$224K ﹤0.01%
13,845
+8,345
1474
$224K ﹤0.01%
1,714
+28
1475
$223K ﹤0.01%
2,442
+208