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
$122B
AUM Growth
+$3.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,057
New
Increased
Reduced
Closed

Top Buys

1
+$432M
2
+$355M
3
+$258M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$199M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$156M

Top Sells

1
+$101M
2
+$79.6M
3
+$55.8M
4
NEE icon
NextEra Energy
NEE
+$50.5M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$48.7M

Sector Composition

1 Technology 3.14%
2 Financials 1.31%
3 Consumer Discretionary 1.06%
4 Communication Services 0.95%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$20.2K ﹤0.01%
173
-108
2502
$20.2K ﹤0.01%
1,831
-368
2503
$20.2K ﹤0.01%
+700
2504
$20.1K ﹤0.01%
17,500
+15,089
2505
$20.1K ﹤0.01%
707
2506
$20.1K ﹤0.01%
299
-1,062
2507
$20K ﹤0.01%
274
+124
2508
$20K ﹤0.01%
262
+224
2509
$19.9K ﹤0.01%
219
+3
2510
$19.8K ﹤0.01%
504
-1,658
2511
$19.8K ﹤0.01%
443
-93
2512
$19.8K ﹤0.01%
5,915
2513
$19.8K ﹤0.01%
883
+14
2514
$19.7K ﹤0.01%
593
2515
$19.7K ﹤0.01%
+210
2516
$19.7K ﹤0.01%
409
+5
2517
$19.6K ﹤0.01%
254
2518
$19.6K ﹤0.01%
305
+2
2519
$19.5K ﹤0.01%
806
+500
2520
$19.4K ﹤0.01%
1,629
2521
$19.4K ﹤0.01%
354
-1,255
2522
$19.4K ﹤0.01%
1,194
2523
$19.4K ﹤0.01%
2,780
2524
$19.4K ﹤0.01%
494
-506
2525
$19.4K ﹤0.01%
903
+801
99 100
101
102 103