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
2326
$24.3K ﹤0.01%
2,129
-1,624
2327
$24.3K ﹤0.01%
524
-52
2328
$24.2K ﹤0.01%
12,000
+2,000
2329
$24.2K ﹤0.01%
795
-446
2330
$24.1K ﹤0.01%
841
2331
$23.9K ﹤0.01%
2,965
2332
$23.8K ﹤0.01%
400
-22
2333
$23.6K ﹤0.01%
700
2334
$23.6K ﹤0.01%
+642
2335
$23.5K ﹤0.01%
4,080
+1,810
2336
$23.2K ﹤0.01%
330
+70
2337
$23.2K ﹤0.01%
600
2338
$23.1K ﹤0.01%
+230
2339
$23K ﹤0.01%
809
-235
2340
$23K ﹤0.01%
307
+15
2341
$22.9K ﹤0.01%
514
-339
2342
$22.8K ﹤0.01%
+342
2343
$22.7K ﹤0.01%
2,797
2344
$22.6K ﹤0.01%
1,273
2345
$22.6K ﹤0.01%
1,500
2346
$22.6K ﹤0.01%
15
+6
2347
$22.4K ﹤0.01%
2,081
-1,307
2348
$22.3K ﹤0.01%
1,639
+103
2349
$22.3K ﹤0.01%
6,298
-144
2350
$22.3K ﹤0.01%
879
-208