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
1576
$166K ﹤0.01%
69,475
+11,071
1577
$166K ﹤0.01%
3,409
+800
1578
$165K ﹤0.01%
2,006
+144
1579
$165K ﹤0.01%
3,112
+1,459
1580
$165K ﹤0.01%
8,529
-11,120
1581
$165K ﹤0.01%
+3,125
1582
$165K ﹤0.01%
3,576
+2,634
1583
$164K ﹤0.01%
1,865
-1,609
1584
$163K ﹤0.01%
3,947
+9
1585
$163K ﹤0.01%
15,000
1586
$162K ﹤0.01%
1,250
+500
1587
$162K ﹤0.01%
1,372
-531
1588
$162K ﹤0.01%
627
+52
1589
$162K ﹤0.01%
3,720
+144
1590
$161K ﹤0.01%
15,446
-9,139
1591
$161K ﹤0.01%
2,358
+28
1592
$161K ﹤0.01%
5,101
-7,407
1593
$160K ﹤0.01%
7,347
-1,081
1594
$160K ﹤0.01%
4,463
-823
1595
$160K ﹤0.01%
2,096
-200
1596
$160K ﹤0.01%
2,957
-1,520
1597
$159K ﹤0.01%
2,498
-289
1598
$159K ﹤0.01%
2,587
+1,181
1599
$158K ﹤0.01%
3,477
+1,592
1600
$158K ﹤0.01%
1,497
+17