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
2751
$9.57K ﹤0.01%
220
-45
2752
$9.56K ﹤0.01%
+336
2753
$9.55K ﹤0.01%
420
-8
2754
$9.43K ﹤0.01%
+350
2755
$9.41K ﹤0.01%
189
+176
2756
$9.4K ﹤0.01%
2,000
2757
$9.27K ﹤0.01%
335
-46
2758
$9.23K ﹤0.01%
592
+167
2759
$9.23K ﹤0.01%
191
-212
2760
$9.22K ﹤0.01%
+204
2761
$9.11K ﹤0.01%
10,000
+7,500
2762
$9.08K ﹤0.01%
4,000
2763
$9.05K ﹤0.01%
437
+135
2764
$9.03K ﹤0.01%
196
-1,346
2765
$9.02K ﹤0.01%
80
+71
2766
$8.96K ﹤0.01%
56
2767
$8.95K ﹤0.01%
322
+214
2768
$8.89K ﹤0.01%
+520
2769
$8.89K ﹤0.01%
+759
2770
$8.87K ﹤0.01%
525
-2,490
2771
$8.87K ﹤0.01%
9,299
2772
$8.85K ﹤0.01%
787
+8
2773
$8.85K ﹤0.01%
160
2774
$8.71K ﹤0.01%
154
-400
2775
$8.66K ﹤0.01%
137
-141
109 110
111
112 113