Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $162B
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158B
AUM Growth
+$8.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,315
New
Increased
Reduced
Closed

Top Buys

1
+$319M
2
+$291M
3
+$278M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$230M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$188M

Top Sells

1
+$94.4M
2
+$74.6M
3
+$62.5M
4
UBER icon
Uber
UBER
+$56.9M
5
FISV
Fiserv Inc
FISV
+$53.1M

Sector Composition

1 Technology 3.39%
2 Financials 1.32%
3 Communication Services 1.17%
4 Consumer Discretionary 1.04%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UEC icon
2901
Uranium Energy
UEC
$7.64B
$12.6K ﹤0.01%
1,076
+861
GCC icon
2902
WisdomTree Enhanced Commodity Strategy Fund
GCC
$283M
$12.4K ﹤0.01%
588
LRN icon
2903
Stride
LRN
$3.9B
$12.4K ﹤0.01%
191
-84
LNKB
2904
DELISTED
LINKBANCORP
LNKB
$12.4K ﹤0.01%
1,500
BITO icon
2905
ProShares Bitcoin Strategy ETF
BITO
$1.96B
$12.4K ﹤0.01%
1,017
-13
BITW
2906
Bitwise 10 Crypto Index ETF
BITW
$1.04B
$12.3K ﹤0.01%
+210
NVTS icon
2907
Navitas Semiconductor
NVTS
$3.69B
$12.3K ﹤0.01%
1,727
+1,697
USTB icon
2908
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.03B
$12.3K ﹤0.01%
241
PIPR icon
2909
Piper Sandler
PIPR
$5.74B
$12.2K ﹤0.01%
144
+132
IX icon
2910
ORIX
IX
$36.5B
$12.2K ﹤0.01%
417
-70
FTRE icon
2911
Fortrea Holdings
FTRE
$1.47B
$12.2K ﹤0.01%
706
-162
CHPT icon
2912
ChargePoint
CHPT
$150M
$12.2K ﹤0.01%
1,833
-10
EWTX icon
2913
Edgewise Therapeutics
EWTX
$3.83B
$12.1K ﹤0.01%
+489
ALGT icon
2914
Allegiant Air
ALGT
$1.52B
$12K ﹤0.01%
141
FLG
2915
Flagstar Bank National Association
FLG
$5.96B
$12K ﹤0.01%
955
-1,440
BWIN
2916
Baldwin Insurance Group
BWIN
$2.05B
$12K ﹤0.01%
500
VC icon
2917
Visteon
VC
$3B
$12K ﹤0.01%
126
-494
BOX icon
2918
Box
BOX
$3.56B
$12K ﹤0.01%
400
+29
FELE icon
2919
Franklin Electric
FELE
$4.42B
$11.9K ﹤0.01%
125
CHCT
2920
Community Healthcare Trust
CHCT
$505M
$11.9K ﹤0.01%
727
+27
BFAM icon
2921
Bright Horizons
BFAM
$3.61B
$11.9K ﹤0.01%
117
+21
EVN
2922
Eaton Vance Municipal Income Trust
EVN
$423M
$11.8K ﹤0.01%
1,100
-453
CLOI icon
2923
VanEck CLO ETF
CLOI
$1.32B
$11.8K ﹤0.01%
+224
AIEQ icon
2924
Amplify AI Powered Equity ETF
AIEQ
$121M
$11.8K ﹤0.01%
262
RZLT icon
2925
Rezolute
RZLT
$296M
$11.8K ﹤0.01%
+5,000
115 116
117
118 119