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
2976
$4.11K ﹤0.01%
+354
2977
$4.07K ﹤0.01%
257
+64
2978
$4.06K ﹤0.01%
280
2979
$4.06K ﹤0.01%
+198
2980
$4.03K ﹤0.01%
125
2981
$4.02K ﹤0.01%
210
2982
$4.01K ﹤0.01%
27
-114
2983
$4K ﹤0.01%
122
2984
$3.97K ﹤0.01%
108
+77
2985
$3.95K ﹤0.01%
45
-92
2986
$3.93K ﹤0.01%
274
+2
2987
$3.91K ﹤0.01%
479
+25
2988
$3.9K ﹤0.01%
+224
2989
$3.87K ﹤0.01%
465
2990
$3.8K ﹤0.01%
601
+98
2991
$3.78K ﹤0.01%
62
+1
2992
$3.77K ﹤0.01%
237
2993
$3.77K ﹤0.01%
500
2994
$3.75K ﹤0.01%
61
-50
2995
$3.72K ﹤0.01%
129
-7
2996
$3.71K ﹤0.01%
39
-957
2997
$3.69K ﹤0.01%
46
2998
$3.66K ﹤0.01%
152
2999
$3.66K ﹤0.01%
150
3000
$3.66K ﹤0.01%
204
118 119
120
121 122