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
3051
$2.83K ﹤0.01%
124
-74
3052
$2.8K ﹤0.01%
+64
3053
$2.77K ﹤0.01%
25
-1,399
3054
$2.76K ﹤0.01%
6,567
+700
3055
$2.76K ﹤0.01%
+23
3056
$2.75K ﹤0.01%
253
+45
3057
$2.74K ﹤0.01%
400
3058
$2.74K ﹤0.01%
257
-870
3059
$2.74K ﹤0.01%
1,141
+245
3060
$2.73K ﹤0.01%
280
-2,277
3061
$2.71K ﹤0.01%
+647
3062
$2.68K ﹤0.01%
40
3063
$2.68K ﹤0.01%
+198
3064
$2.67K ﹤0.01%
379
3065
$2.66K ﹤0.01%
42
-57
3066
$2.62K ﹤0.01%
99
-87
3067
$2.61K ﹤0.01%
65
+54
3068
$2.6K ﹤0.01%
288
3069
$2.59K ﹤0.01%
2,125
3070
$2.58K ﹤0.01%
+130
3071
$2.56K ﹤0.01%
+250
3072
$2.56K ﹤0.01%
+215
3073
$2.56K ﹤0.01%
34
3074
$2.55K ﹤0.01%
+190
3075
$2.54K ﹤0.01%
+40
121 122
123
124 125