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
1901
$72.8K ﹤0.01%
3,971
+2,652
1902
$72.8K ﹤0.01%
1,176
+55
1903
$72.6K ﹤0.01%
+2,124
1904
$72.1K ﹤0.01%
1,717
1905
$72.1K ﹤0.01%
5,632
-93,878
1906
$72.1K ﹤0.01%
8,770
+26
1907
$72.1K ﹤0.01%
4,156
+20
1908
$71.4K ﹤0.01%
2,005
+5
1909
$71.1K ﹤0.01%
815
-355
1910
$70.6K ﹤0.01%
427
1911
$70.3K ﹤0.01%
1,529
1912
$70.2K ﹤0.01%
2,486
+11
1913
$70.2K ﹤0.01%
1,102
1914
$70.1K ﹤0.01%
8,172
+2,989
1915
$70K ﹤0.01%
431
+362
1916
$70K ﹤0.01%
8,193
+2,240
1917
$69.9K ﹤0.01%
3,036
1918
$69.5K ﹤0.01%
707
+511
1919
$69.3K ﹤0.01%
5,697
+3,000
1920
$69.2K ﹤0.01%
977
+549
1921
$69.2K ﹤0.01%
3,080
+93
1922
$69K ﹤0.01%
8,798
+5,772
1923
$68.7K ﹤0.01%
1,922
+1,782
1924
$68.7K ﹤0.01%
+1,878
1925
$68.4K ﹤0.01%
781
-121