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
2776
$8.6K ﹤0.01%
440
-128
2777
$8.59K ﹤0.01%
446
2778
$8.55K ﹤0.01%
503
2779
$8.55K ﹤0.01%
398
+41
2780
$8.55K ﹤0.01%
274
+24
2781
$8.53K ﹤0.01%
404
2782
$8.5K ﹤0.01%
72
-18
2783
$8.49K ﹤0.01%
1,236
+6
2784
$8.46K ﹤0.01%
+173
2785
$8.45K ﹤0.01%
290
-136
2786
$8.44K ﹤0.01%
200
2787
$8.44K ﹤0.01%
31
-16
2788
$8.4K ﹤0.01%
+435
2789
$8.38K ﹤0.01%
145
2790
$8.38K ﹤0.01%
269
-1,475
2791
$8.36K ﹤0.01%
225
+18
2792
$8.25K ﹤0.01%
3,022
2793
$8.25K ﹤0.01%
+1,000
2794
$8.22K ﹤0.01%
188
+64
2795
$8.17K ﹤0.01%
78
+17
2796
$8.17K ﹤0.01%
363
-43
2797
$8.11K ﹤0.01%
819
2798
$8.1K ﹤0.01%
+434
2799
$8.07K ﹤0.01%
55
-9
2800
$8.04K ﹤0.01%
1,100
110 111
112
113 114