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
2926
$5.17K ﹤0.01%
30
-44
2927
$5.15K ﹤0.01%
650
-25
2928
$5.14K ﹤0.01%
18
-96
2929
$5.13K ﹤0.01%
46
-17
2930
$5.12K ﹤0.01%
56
-697
2931
$5.07K ﹤0.01%
85
+68
2932
$5.04K ﹤0.01%
+302
2933
$5.04K ﹤0.01%
+84
2934
$5.04K ﹤0.01%
+75
2935
$5K ﹤0.01%
173
-2,554
2936
$5K ﹤0.01%
+54
2937
$4.94K ﹤0.01%
1,184
2938
$4.92K ﹤0.01%
629
-229
2939
$4.91K ﹤0.01%
+82
2940
$4.89K ﹤0.01%
200
2941
$4.79K ﹤0.01%
650
2942
$4.75K ﹤0.01%
192
-3,400
2943
$4.74K ﹤0.01%
450
2944
$4.74K ﹤0.01%
166
-58
2945
$4.73K ﹤0.01%
+185
2946
$4.7K ﹤0.01%
+257
2947
$4.7K ﹤0.01%
178
+16
2948
$4.68K ﹤0.01%
446
+43
2949
$4.68K ﹤0.01%
+128
2950
$4.67K ﹤0.01%
229
116 117
118
119 120