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
2876
$6.19K ﹤0.01%
194
2877
$6.17K ﹤0.01%
304
2878
$6.15K ﹤0.01%
106
-91
2879
$6.13K ﹤0.01%
158
2880
$6.13K ﹤0.01%
546
+7
2881
$6.12K ﹤0.01%
84
+1
2882
$6.08K ﹤0.01%
118
-26
2883
$6.04K ﹤0.01%
213
+113
2884
$6.02K ﹤0.01%
268
-2,533
2885
$6.01K ﹤0.01%
+120
2886
$6K ﹤0.01%
87
-38
2887
$5.93K ﹤0.01%
+360
2888
$5.88K ﹤0.01%
1,102
+349
2889
$5.84K ﹤0.01%
+2,050
2890
$5.81K ﹤0.01%
860
2891
$5.81K ﹤0.01%
577
+427
2892
$5.81K ﹤0.01%
825
2893
$5.79K ﹤0.01%
49
2894
$5.76K ﹤0.01%
+248
2895
$5.75K ﹤0.01%
650
-25
2896
$5.74K ﹤0.01%
412
-24
2897
$5.72K ﹤0.01%
137
+66
2898
$5.69K ﹤0.01%
60
-516
2899
$5.67K ﹤0.01%
172
-2,008
2900
$5.64K ﹤0.01%
300
-3,800
114 115
116
117 118