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
3076
$2.54K ﹤0.01%
+48
3077
$2.54K ﹤0.01%
+100
3078
$2.53K ﹤0.01%
390
-812
3079
$2.52K ﹤0.01%
198
+22
3080
$2.51K ﹤0.01%
299
+18
3081
$2.5K ﹤0.01%
400
-100
3082
$2.49K ﹤0.01%
260
3083
$2.44K ﹤0.01%
100
3084
$2.44K ﹤0.01%
62
3085
$2.42K ﹤0.01%
+200
3086
$2.42K ﹤0.01%
+1,626
3087
$2.42K ﹤0.01%
+36
3088
$2.42K ﹤0.01%
29
-397
3089
$2.41K ﹤0.01%
69
-224
3090
$2.39K ﹤0.01%
256
-1,313
3091
$2.38K ﹤0.01%
107
+13
3092
$2.37K ﹤0.01%
2,487
3093
$2.35K ﹤0.01%
102
3094
$2.34K ﹤0.01%
+59
3095
$2.34K ﹤0.01%
365
+11
3096
$2.33K ﹤0.01%
116
+16
3097
$2.33K ﹤0.01%
189
3098
$2.31K ﹤0.01%
1,300
3099
$2.28K ﹤0.01%
414
-2,510
3100
$2.28K ﹤0.01%
366
+361
122 123
124
125 126