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
2301
$26.1K ﹤0.01%
451
2302
$25.9K ﹤0.01%
580
-14,273
2303
$25.8K ﹤0.01%
+1,388
2304
$25.8K ﹤0.01%
2,614
-9,511
2305
$25.8K ﹤0.01%
181
+157
2306
$25.6K ﹤0.01%
337
+104
2307
$25.3K ﹤0.01%
1,029
+15
2308
$25.2K ﹤0.01%
386
+67
2309
$25.1K ﹤0.01%
285
+66
2310
$25K ﹤0.01%
5,089
+1,199
2311
$24.9K ﹤0.01%
2,685
2312
$24.8K ﹤0.01%
1,392
-1
2313
$24.7K ﹤0.01%
+3,340
2314
$24.7K ﹤0.01%
+1,333
2315
$24.7K ﹤0.01%
2,043
-760
2316
$24.7K ﹤0.01%
302
-10
2317
$24.6K ﹤0.01%
+852
2318
$24.6K ﹤0.01%
2,492
+43
2319
$24.6K ﹤0.01%
364
-44
2320
$24.5K ﹤0.01%
584
-161
2321
$24.5K ﹤0.01%
1,020
-237
2322
$24.5K ﹤0.01%
+1,172
2323
$24.5K ﹤0.01%
556
2324
$24.4K ﹤0.01%
257
-46
2325
$24.3K ﹤0.01%
120
+10