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
2901
$5.55K ﹤0.01%
550
2902
$5.48K ﹤0.01%
263
2903
$5.46K ﹤0.01%
121
+100
2904
$5.45K ﹤0.01%
239
-329
2905
$5.45K ﹤0.01%
135
2906
$5.43K ﹤0.01%
50
-126
2907
$5.43K ﹤0.01%
500
-43
2908
$5.42K ﹤0.01%
532
2909
$5.42K ﹤0.01%
1,000
2910
$5.42K ﹤0.01%
700
2911
$5.41K ﹤0.01%
+7,207
2912
$5.38K ﹤0.01%
+74
2913
$5.38K ﹤0.01%
1,286
2914
$5.34K ﹤0.01%
+110
2915
$5.32K ﹤0.01%
870
2916
$5.31K ﹤0.01%
+250
2917
$5.25K ﹤0.01%
82
2918
$5.24K ﹤0.01%
400
+393
2919
$5.24K ﹤0.01%
228
+227
2920
$5.24K ﹤0.01%
208
-11,810
2921
$5.23K ﹤0.01%
1,009
2922
$5.22K ﹤0.01%
126
2923
$5.21K ﹤0.01%
+178
2924
$5.21K ﹤0.01%
72
-41
2925
$5.2K ﹤0.01%
265
-2,750
115 116
117
118 119