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
2551
$17.6K ﹤0.01%
243
-53
2552
$17.5K ﹤0.01%
147
+141
2553
$17.5K ﹤0.01%
+504
2554
$17.5K ﹤0.01%
526
-662
2555
$17.3K ﹤0.01%
409
-50
2556
$17.3K ﹤0.01%
390
2557
$17.3K ﹤0.01%
224
-158
2558
$17.2K ﹤0.01%
10,000
2559
$17.1K ﹤0.01%
437
-45
2560
$17.1K ﹤0.01%
2,123
+78
2561
$17K ﹤0.01%
2,917
2562
$17K ﹤0.01%
2,534
-2,741
2563
$17K ﹤0.01%
+645
2564
$17K ﹤0.01%
450
+396
2565
$16.9K ﹤0.01%
175
2566
$16.9K ﹤0.01%
+1,530
2567
$16.8K ﹤0.01%
263
2568
$16.8K ﹤0.01%
2,000
2569
$16.6K ﹤0.01%
+310
2570
$16.6K ﹤0.01%
808
2571
$16.4K ﹤0.01%
744
-12
2572
$16.1K ﹤0.01%
3,000
2573
$16.1K ﹤0.01%
198
+67
2574
$16.1K ﹤0.01%
209
+18
2575
$15.9K ﹤0.01%
156
101 102
103
104 105