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
2026
$52.9K ﹤0.01%
1,962
2027
$52.9K ﹤0.01%
2,130
+19
2028
$52.8K ﹤0.01%
4,052
2029
$52.8K ﹤0.01%
2,371
-4,225
2030
$52.7K ﹤0.01%
3,432
+76
2031
$52.6K ﹤0.01%
632
+35
2032
$52.4K ﹤0.01%
786
-508
2033
$52.2K ﹤0.01%
1,378
-440
2034
$52.2K ﹤0.01%
7,205
-500
2035
$52.1K ﹤0.01%
266
-52
2036
$52.1K ﹤0.01%
4,758
2037
$51.6K ﹤0.01%
870
-315
2038
$51.6K ﹤0.01%
+1,037
2039
$51.4K ﹤0.01%
2,031
+761
2040
$51.4K ﹤0.01%
1,636
+886
2041
$51.2K ﹤0.01%
790
-260
2042
$51.1K ﹤0.01%
+1,282
2043
$51K ﹤0.01%
4,100
-6,200
2044
$51K ﹤0.01%
+3,792
2045
$51K ﹤0.01%
1,083
2046
$51K ﹤0.01%
679
+667
2047
$51K ﹤0.01%
+5,000
2048
$51K ﹤0.01%
2,513
-25
2049
$51K ﹤0.01%
2,446
-30
2050
$50.9K ﹤0.01%
551
-172
80 81
82
83 84