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
2651
$12.6K ﹤0.01%
505
-64
2652
$12.6K ﹤0.01%
155
-526
2653
$12.6K ﹤0.01%
200
-15
2654
$12.5K ﹤0.01%
250
-243
2655
$12.5K ﹤0.01%
+429
2656
$12.5K ﹤0.01%
1,382
+982
2657
$12.4K ﹤0.01%
+4,461
2658
$12.3K ﹤0.01%
316
+86
2659
$12.2K ﹤0.01%
1,001
2660
$12.2K ﹤0.01%
+4,167
2661
$12.1K ﹤0.01%
1,135
-660
2662
$12.1K ﹤0.01%
3,065
2663
$12.1K ﹤0.01%
215
-50
2664
$12.1K ﹤0.01%
384
2665
$12K ﹤0.01%
1,353
+13
2666
$12K ﹤0.01%
54
-122
2667
$12K ﹤0.01%
1,533
2668
$11.9K ﹤0.01%
728
2669
$11.9K ﹤0.01%
1,091
2670
$11.8K ﹤0.01%
3,722
-1,751
2671
$11.8K ﹤0.01%
356
-54
2672
$11.8K ﹤0.01%
110
+42
2673
$11.7K ﹤0.01%
1,506
+1,500
2674
$11.7K ﹤0.01%
700
2675
$11.6K ﹤0.01%
752
-857
105 106
107
108 109