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
2426
$17.6K ﹤0.01%
150
-50
2427
$17.5K ﹤0.01%
300
2428
$17.3K ﹤0.01%
+1,703
2429
$17K ﹤0.01%
446
+310
2430
$16.9K ﹤0.01%
+903
2431
$16.9K ﹤0.01%
299
+206
2432
$16.8K ﹤0.01%
500
-80
2433
$16.8K ﹤0.01%
130
-110
2434
$16.6K ﹤0.01%
138
2435
$16.5K ﹤0.01%
+31
2436
$16.4K ﹤0.01%
358
+105
2437
$16.4K ﹤0.01%
1,201
+17
2438
$16.4K ﹤0.01%
382
+50
2439
$16.3K ﹤0.01%
3,091
+2,586
2440
$16.3K ﹤0.01%
1,105
+175
2441
$16.2K ﹤0.01%
243
-1,155
2442
$16.1K ﹤0.01%
+259
2443
$16.1K ﹤0.01%
+200
2444
$16K ﹤0.01%
+241
2445
$16K ﹤0.01%
272
2446
$15.8K ﹤0.01%
1,695
+117
2447
$15.8K ﹤0.01%
928
2448
$15.8K ﹤0.01%
2,101
-200
2449
$15.7K ﹤0.01%
166
-8
2450
$15.7K ﹤0.01%
2,014
-776