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
2701
$10.9K ﹤0.01%
+375
2702
$10.9K ﹤0.01%
303
2703
$10.9K ﹤0.01%
593
-7
2704
$10.8K ﹤0.01%
241
-100
2705
$10.8K ﹤0.01%
1,621
2706
$10.8K ﹤0.01%
675
2707
$10.6K ﹤0.01%
585
-2,880
2708
$10.6K ﹤0.01%
1,103
2709
$10.6K ﹤0.01%
1,086
-6,105
2710
$10.6K ﹤0.01%
2,620
2711
$10.5K ﹤0.01%
160
+88
2712
$10.5K ﹤0.01%
400
-1,368
2713
$10.5K ﹤0.01%
467
-733
2714
$10.4K ﹤0.01%
+1,000
2715
$10.4K ﹤0.01%
+216
2716
$10.4K ﹤0.01%
+1,150
2717
$10.4K ﹤0.01%
118
+1
2718
$10.4K ﹤0.01%
+1,276
2719
$10.3K ﹤0.01%
+261
2720
$10.3K ﹤0.01%
538
-752
2721
$10.3K ﹤0.01%
+460
2722
$10.3K ﹤0.01%
4,500
-7,500
2723
$10.2K ﹤0.01%
227
-1,368
2724
$10.1K ﹤0.01%
1,000
2725
$10.1K ﹤0.01%
294
-60
107 108
109
110 111