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
2176
$36.2K ﹤0.01%
1,467
2177
$36K ﹤0.01%
15,674
-3,196
2178
$36K ﹤0.01%
173
+73
2179
$35.9K ﹤0.01%
4,262
2180
$35.9K ﹤0.01%
+600
2181
$35.8K ﹤0.01%
+2,824
2182
$35.7K ﹤0.01%
5,615
-504
2183
$35.5K ﹤0.01%
554
+14
2184
$35.5K ﹤0.01%
6,400
2185
$35.5K ﹤0.01%
506
2186
$35.5K ﹤0.01%
6,980
+4,078
2187
$35.4K ﹤0.01%
1,114
-814
2188
$34.9K ﹤0.01%
437
-9
2189
$34.7K ﹤0.01%
1,263
+263
2190
$34.6K ﹤0.01%
731
2191
$34.6K ﹤0.01%
+1,338
2192
$34.5K ﹤0.01%
192
+80
2193
$34.3K ﹤0.01%
625
2194
$34.3K ﹤0.01%
+3,133
2195
$34.2K ﹤0.01%
704
+73
2196
$34.2K ﹤0.01%
1,581
2197
$34.1K ﹤0.01%
2,200
+2,000
2198
$34.1K ﹤0.01%
822
+248
2199
$34.1K ﹤0.01%
2,963
2200
$33.8K ﹤0.01%
658
+5