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
$150B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,104
New
Increased
Reduced
Closed

Top Buys

1
+$848M
2
+$629M
3
+$313M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$184M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$180M

Top Sells

1
+$1.08B
2
+$208M
3
+$146M
4
APP icon
Applovin
APP
+$91.5M
5
NVDA icon
NVIDIA
NVDA
+$65.5M

Sector Composition

1 Technology 3.6%
2 Financials 1.27%
3 Communication Services 1.14%
4 Consumer Discretionary 1.02%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVOO icon
226
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.05B
$60M 0.04%
543,766
+9,519
TJX icon
227
TJX Companies
TJX
$173B
$59.6M 0.04%
412,499
-15,575
XCEM icon
228
Columbia EM Core ex-China ETF
XCEM
$1.27B
$59.2M 0.04%
1,629,287
+24,520
VGK icon
229
Vanguard FTSE Europe ETF
VGK
$29B
$59.2M 0.04%
741,301
-37,460
MRVL icon
230
Marvell Technology
MRVL
$75.8B
$58.7M 0.04%
697,971
+15,662
EMR icon
231
Emerson Electric
EMR
$78.4B
$58.7M 0.04%
447,204
+9,384
GBIL icon
232
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.56B
$58.6M 0.04%
584,674
-18,857
HMOP icon
233
Hartford Municipal Opportunities ETF
HMOP
$633M
$58.6M 0.04%
1,502,768
-10,410
SOXX icon
234
iShares Semiconductor ETF
SOXX
$17.8B
$57.8M 0.04%
213,299
-6,211
MGC icon
235
Vanguard Mega Cap 300 Index ETF
MGC
$9.2B
$57.7M 0.04%
236,338
+20,775
TMO icon
236
Thermo Fisher Scientific
TMO
$217B
$57.7M 0.04%
118,931
+4,995
PLTR icon
237
Palantir
PLTR
$447B
$56.5M 0.04%
309,706
-1,789
ICE icon
238
Intercontinental Exchange
ICE
$93B
$56M 0.04%
332,675
+16,862
BDVL
239
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.41B
$55.8M 0.04%
+2,231,742
ARTY
240
iShares Future AI & Tech ETF
ARTY
$2.03B
$55.2M 0.04%
1,206,214
+1,063,439
KO icon
241
Coca-Cola
KO
$297B
$55.1M 0.04%
830,963
+6,279
FLQM icon
242
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.79B
$55.1M 0.04%
975,462
+160,864
LHX icon
243
L3Harris
LHX
$54.2B
$54.9M 0.04%
179,727
+10,277
VFH icon
244
Vanguard Financials ETF
VFH
$13.4B
$54.4M 0.04%
414,424
-7,920
VIGI icon
245
Vanguard International Dividend Appreciation ETF
VIGI
$9.01B
$54.3M 0.04%
606,694
+40,699
AIQ icon
246
Global X Artificial Intelligence & Technology ETF
AIQ
$7.19B
$53.9M 0.04%
1,091,591
+352,855
FDVV icon
247
Fidelity High Dividend ETF
FDVV
$7.75B
$53.8M 0.04%
966,347
+170,837
DBMF icon
248
iMGP DBi Managed Futures Strategy ETF
DBMF
$2.02B
$53.8M 0.04%
1,969,299
+73,114
VTIP icon
249
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.1B
$53.6M 0.04%
1,058,191
+63,364
CSX icon
250
CSX Corp
CSX
$69.2B
$53.3M 0.04%
1,500,478
+40,282
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