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
3001
$3.63K ﹤0.01%
82
+58
3002
$3.61K ﹤0.01%
50
3003
$3.56K ﹤0.01%
361
3004
$3.56K ﹤0.01%
100
+17
3005
$3.55K ﹤0.01%
623
3006
$3.5K ﹤0.01%
89
-194
3007
$3.47K ﹤0.01%
+250
3008
$3.46K ﹤0.01%
+110
3009
$3.44K ﹤0.01%
65
3010
$3.44K ﹤0.01%
455
+375
3011
$3.44K ﹤0.01%
+129
3012
$3.43K ﹤0.01%
173
+1
3013
$3.41K ﹤0.01%
5,183
+1,523
3014
$3.4K ﹤0.01%
115
+101
3015
$3.38K ﹤0.01%
1,250
3016
$3.38K ﹤0.01%
+80
3017
$3.37K ﹤0.01%
1,575
3018
$3.35K ﹤0.01%
+167
3019
$3.35K ﹤0.01%
817
+4
3020
$3.33K ﹤0.01%
1,000
3021
$3.32K ﹤0.01%
115
-37
3022
$3.31K ﹤0.01%
3,014
+2,014
3023
$3.27K ﹤0.01%
595
+137
3024
$3.23K ﹤0.01%
+293
3025
$3.21K ﹤0.01%
176
+2
119 120
121
122 123