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
2626
$13.4K ﹤0.01%
+2,228
2627
$13.3K ﹤0.01%
364
+53
2628
$13.3K ﹤0.01%
606
+6
2629
$13.2K ﹤0.01%
1,107
+27
2630
$13.2K ﹤0.01%
+503
2631
$13.2K ﹤0.01%
400
2632
$13.1K ﹤0.01%
113
+24
2633
$13.1K ﹤0.01%
557
+505
2634
$13K ﹤0.01%
259
+76
2635
$13K ﹤0.01%
680
+165
2636
$12.9K ﹤0.01%
100
-491
2637
$12.9K ﹤0.01%
615
-142,751
2638
$12.9K ﹤0.01%
1,935
-2,065
2639
$12.9K ﹤0.01%
500
2640
$12.9K ﹤0.01%
640
+590
2641
$12.8K ﹤0.01%
+1,125
2642
$12.8K ﹤0.01%
367
2643
$12.8K ﹤0.01%
+1,306
2644
$12.8K ﹤0.01%
715
-107
2645
$12.7K ﹤0.01%
3,187
+850
2646
$12.7K ﹤0.01%
977
+32
2647
$12.7K ﹤0.01%
313
+11
2648
$12.7K ﹤0.01%
700
2649
$12.7K ﹤0.01%
10,000
2650
$12.7K ﹤0.01%
+99
104 105
106
107 108