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
3026
$3.2K ﹤0.01%
114
-162
3027
$3.18K ﹤0.01%
2,000
3028
$3.15K ﹤0.01%
73
-129
3029
$3.1K ﹤0.01%
255
3030
$3.1K ﹤0.01%
+36
3031
$3.08K ﹤0.01%
500
-30
3032
$3.06K ﹤0.01%
+116
3033
$3.05K ﹤0.01%
48
-93
3034
$3.03K ﹤0.01%
38
-36
3035
$3.01K ﹤0.01%
+100
3036
$3.01K ﹤0.01%
+486
3037
$2.99K ﹤0.01%
58
+7
3038
$2.99K ﹤0.01%
35
+20
3039
$2.98K ﹤0.01%
234
-1,750
3040
$2.96K ﹤0.01%
71
-113
3041
$2.95K ﹤0.01%
56
-408
3042
$2.9K ﹤0.01%
+32
3043
$2.9K ﹤0.01%
+271
3044
$2.89K ﹤0.01%
67
-96
3045
$2.89K ﹤0.01%
315
3046
$2.89K ﹤0.01%
+122
3047
$2.86K ﹤0.01%
652
-844
3048
$2.85K ﹤0.01%
+64
3049
$2.85K ﹤0.01%
70
-252
3050
$2.84K ﹤0.01%
77
-32
120 121
122
123 124