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
1801
$94.2K ﹤0.01%
336
1802
$94K ﹤0.01%
10,825
-324
1803
$93.9K ﹤0.01%
5,288
-1,417
1804
$93.7K ﹤0.01%
2,713
-87
1805
$93.7K ﹤0.01%
1,523
1806
$93.7K ﹤0.01%
1,798
+8
1807
$93.5K ﹤0.01%
6,382
+882
1808
$93.3K ﹤0.01%
1,704
-275
1809
$93K ﹤0.01%
319
-110
1810
$92.9K ﹤0.01%
9,751
+799
1811
$92.5K ﹤0.01%
+1,483
1812
$92.4K ﹤0.01%
701
+367
1813
$92.1K ﹤0.01%
3,710
+110
1814
$92.1K ﹤0.01%
7,559
1815
$92.1K ﹤0.01%
1,391
1816
$92K ﹤0.01%
4,440
-224
1817
$92K ﹤0.01%
1,546
-551
1818
$91.9K ﹤0.01%
4,667
1819
$91.8K ﹤0.01%
8,522
1820
$91.6K ﹤0.01%
1,236
+980
1821
$91.3K ﹤0.01%
2,516
+582
1822
$91.1K ﹤0.01%
283
-5
1823
$90.2K ﹤0.01%
2,783
+160
1824
$89.8K ﹤0.01%
+749
1825
$89.7K ﹤0.01%
75
-6