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
2951
$4.61K ﹤0.01%
+248
2952
$4.59K ﹤0.01%
92
2953
$4.59K ﹤0.01%
255
2954
$4.57K ﹤0.01%
+129
2955
$4.56K ﹤0.01%
+75
2956
$4.52K ﹤0.01%
232
-73
2957
$4.52K ﹤0.01%
+170
2958
$4.51K ﹤0.01%
119
2959
$4.5K ﹤0.01%
143
+121
2960
$4.48K ﹤0.01%
2,000
2961
$4.42K ﹤0.01%
326
2962
$4.36K ﹤0.01%
231
2963
$4.35K ﹤0.01%
48
-6
2964
$4.34K ﹤0.01%
108
-443
2965
$4.29K ﹤0.01%
200
2966
$4.28K ﹤0.01%
62
-143
2967
$4.27K ﹤0.01%
2,358
+56
2968
$4.26K ﹤0.01%
141
-191
2969
$4.24K ﹤0.01%
+200
2970
$4.23K ﹤0.01%
54
2971
$4.2K ﹤0.01%
134
-90
2972
$4.17K ﹤0.01%
+567
2973
$4.17K ﹤0.01%
72
2974
$4.16K ﹤0.01%
175
+173
2975
$4.13K ﹤0.01%
175
117 118
119
120 121