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
1626
$146K ﹤0.01%
1,926
+423
1627
$146K ﹤0.01%
16,501
+5,668
1628
$145K ﹤0.01%
7,650
-520
1629
$145K ﹤0.01%
4,125
-36
1630
$145K ﹤0.01%
3,085
+3,047
1631
$145K ﹤0.01%
8,889
-2,988
1632
$145K ﹤0.01%
27,476
+6,608
1633
$145K ﹤0.01%
1,306
+19
1634
$144K ﹤0.01%
246
+9
1635
$143K ﹤0.01%
+20,967
1636
$143K ﹤0.01%
11,329
-1,526
1637
$143K ﹤0.01%
8,031
+350
1638
$143K ﹤0.01%
5,169
-3,998
1639
$142K ﹤0.01%
518
+158
1640
$142K ﹤0.01%
2,464
+583
1641
$142K ﹤0.01%
4,856
+524
1642
$142K ﹤0.01%
3,027
-90
1643
$142K ﹤0.01%
6,666
-4,969
1644
$142K ﹤0.01%
2,605
-488
1645
$141K ﹤0.01%
+5,325
1646
$140K ﹤0.01%
+3,497
1647
$140K ﹤0.01%
3,038
-545
1648
$140K ﹤0.01%
4,110
-774
1649
$139K ﹤0.01%
98
-2
1650
$139K ﹤0.01%
1,238
-120