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
1926
$68.3K ﹤0.01%
317
+24
1927
$68.1K ﹤0.01%
6,071
+2,386
1928
$67.7K ﹤0.01%
7,870
-6,876
1929
$67.6K ﹤0.01%
5,968
-550
1930
$67.4K ﹤0.01%
1,395
+881
1931
$67.4K ﹤0.01%
4,115
+15
1932
$67.4K ﹤0.01%
+889
1933
$67.3K ﹤0.01%
2,267
1934
$67.2K ﹤0.01%
2,082
1935
$67K ﹤0.01%
802
-300
1936
$66.7K ﹤0.01%
575
-5
1937
$66.5K ﹤0.01%
1,837
+621
1938
$66.2K ﹤0.01%
1,956
-16,295
1939
$66.2K ﹤0.01%
36,158
+14,670
1940
$66.1K ﹤0.01%
340
+56
1941
$65.9K ﹤0.01%
2,290
+1,649
1942
$65.5K ﹤0.01%
2,130
+230
1943
$65.4K ﹤0.01%
978
+691
1944
$65.2K ﹤0.01%
3,345
-494
1945
$64.9K ﹤0.01%
9,390
+2,115
1946
$64.8K ﹤0.01%
1,500
1947
$64.5K ﹤0.01%
2,527
+1,988
1948
$64.2K ﹤0.01%
+2,100
1949
$64.1K ﹤0.01%
6,871
1950
$64.1K ﹤0.01%
5,099
+3,099