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
2601
$14.7K ﹤0.01%
+1,200
2602
$14.7K ﹤0.01%
1,000
-3,372
2603
$14.6K ﹤0.01%
522
2604
$14.6K ﹤0.01%
252
-26
2605
$14.6K ﹤0.01%
358
+46
2606
$14.6K ﹤0.01%
1,659
+701
2607
$14.4K ﹤0.01%
+1,000
2608
$14.4K ﹤0.01%
780
+109
2609
$14.2K ﹤0.01%
226
+2
2610
$14.2K ﹤0.01%
200
-1,696
2611
$14.1K ﹤0.01%
1,774
-727
2612
$14.1K ﹤0.01%
3,766
+1,000
2613
$14.1K ﹤0.01%
2,051
-107
2614
$14.1K ﹤0.01%
722
+273
2615
$14K ﹤0.01%
152
-339
2616
$14K ﹤0.01%
1,156
-1,000
2617
$13.9K ﹤0.01%
164
-20
2618
$13.9K ﹤0.01%
895
2619
$13.9K ﹤0.01%
302
-116
2620
$13.9K ﹤0.01%
401
-877
2621
$13.8K ﹤0.01%
7,844
2622
$13.8K ﹤0.01%
+766
2623
$13.8K ﹤0.01%
+263
2624
$13.7K ﹤0.01%
108
+80
2625
$13.6K ﹤0.01%
155
-155
103 104
105
106 107