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
2826
$7.25K ﹤0.01%
+543
2827
$7.25K ﹤0.01%
300
-7
2828
$7.24K ﹤0.01%
57
-474
2829
$7.23K ﹤0.01%
277
+235
2830
$7.22K ﹤0.01%
1,000
-10
2831
$7.22K ﹤0.01%
+722
2832
$7.17K ﹤0.01%
121
-8
2833
$7.14K ﹤0.01%
78
+2
2834
$7.12K ﹤0.01%
113
-57
2835
$7.1K ﹤0.01%
+57
2836
$7.09K ﹤0.01%
269
2837
$7.08K ﹤0.01%
51
-1,362
2838
$7.08K ﹤0.01%
699
2839
$7.03K ﹤0.01%
206
+57
2840
$7.01K ﹤0.01%
+67
2841
$6.94K ﹤0.01%
+250
2842
$6.94K ﹤0.01%
901
2843
$6.92K ﹤0.01%
225
2844
$6.9K ﹤0.01%
+479
2845
$6.88K ﹤0.01%
824
2846
$6.88K ﹤0.01%
+389
2847
$6.87K ﹤0.01%
+500
2848
$6.82K ﹤0.01%
246
+3
2849
$6.82K ﹤0.01%
4,262
2850
$6.8K ﹤0.01%
+408
112 113
114
115 116