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
2401
$19K ﹤0.01%
+250
2402
$18.9K ﹤0.01%
300
-1,130
2403
$18.9K ﹤0.01%
680
2404
$18.8K ﹤0.01%
822
+420
2405
$18.8K ﹤0.01%
540
+49
2406
$18.7K ﹤0.01%
1,093
+36
2407
$18.6K ﹤0.01%
547
-1,134
2408
$18.6K ﹤0.01%
+535
2409
$18.5K ﹤0.01%
392
-11,165
2410
$18.4K ﹤0.01%
+485
2411
$18.4K ﹤0.01%
239
+79
2412
$18.4K ﹤0.01%
157
-2,858
2413
$18.4K ﹤0.01%
436
-485
2414
$18.3K ﹤0.01%
1,184
2415
$18K ﹤0.01%
883
+643
2416
$17.9K ﹤0.01%
+849
2417
$17.9K ﹤0.01%
382
+252
2418
$17.9K ﹤0.01%
+979
2419
$17.8K ﹤0.01%
+1,529
2420
$17.8K ﹤0.01%
172
+1
2421
$17.8K ﹤0.01%
305
2422
$17.7K ﹤0.01%
675
+375
2423
$17.6K ﹤0.01%
357
-590
2424
$17.6K ﹤0.01%
1,140
2425
$17.6K ﹤0.01%
200