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
2676
$11.6K ﹤0.01%
371
+5
2677
$11.6K ﹤0.01%
44
+31
2678
$11.5K ﹤0.01%
348
-150
2679
$11.5K ﹤0.01%
361
+255
2680
$11.5K ﹤0.01%
348
+113
2681
$11.5K ﹤0.01%
4,418
+762
2682
$11.5K ﹤0.01%
588
2683
$11.5K ﹤0.01%
1,212
+238
2684
$11.5K ﹤0.01%
93
+7
2685
$11.5K ﹤0.01%
+177
2686
$11.4K ﹤0.01%
3,753
-266
2687
$11.4K ﹤0.01%
536
-123
2688
$11.4K ﹤0.01%
401
-86
2689
$11.3K ﹤0.01%
104
-75
2690
$11.3K ﹤0.01%
300
2691
$11.3K ﹤0.01%
639
+65
2692
$11.3K ﹤0.01%
2,713
-965
2693
$11.3K ﹤0.01%
276
-380
2694
$11.2K ﹤0.01%
63
+49
2695
$11.2K ﹤0.01%
170
2696
$11.2K ﹤0.01%
135
-308
2697
$11.2K ﹤0.01%
+337
2698
$11.1K ﹤0.01%
408
+122
2699
$11K ﹤0.01%
523
+236
2700
$10.9K ﹤0.01%
+211
106 107
108
109 110