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
2801
$7.95K ﹤0.01%
9,850
+2,500
2802
$7.95K ﹤0.01%
95
2803
$7.94K ﹤0.01%
220
2804
$7.88K ﹤0.01%
101
2805
$7.85K ﹤0.01%
+102
2806
$7.85K ﹤0.01%
430
2807
$7.84K ﹤0.01%
1,291
-550
2808
$7.78K ﹤0.01%
119
+117
2809
$7.6K ﹤0.01%
1,000
2810
$7.58K ﹤0.01%
164
-39
2811
$7.54K ﹤0.01%
59
+11
2812
$7.53K ﹤0.01%
196
-6
2813
$7.5K ﹤0.01%
500
2814
$7.5K ﹤0.01%
+75
2815
$7.5K ﹤0.01%
+500
2816
$7.47K ﹤0.01%
+319
2817
$7.45K ﹤0.01%
+210
2818
$7.38K ﹤0.01%
300
+13
2819
$7.37K ﹤0.01%
870
-4,250
2820
$7.35K ﹤0.01%
+521
2821
$7.33K ﹤0.01%
290
+252
2822
$7.3K ﹤0.01%
167
-100
2823
$7.29K ﹤0.01%
475
+450
2824
$7.28K ﹤0.01%
91
2825
$7.25K ﹤0.01%
126
-90
111 112
113
114 115