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
3151
$1.86K ﹤0.01%
58
-40
3152
$1.86K ﹤0.01%
115
+108
3153
$1.85K ﹤0.01%
275
3154
$1.85K ﹤0.01%
63
+1
3155
$1.84K ﹤0.01%
232
-1,082
3156
$1.82K ﹤0.01%
+539
3157
$1.82K ﹤0.01%
287
3158
$1.8K ﹤0.01%
140
3159
$1.79K ﹤0.01%
375
-5,375
3160
$1.79K ﹤0.01%
180
-15
3161
$1.78K ﹤0.01%
11
3162
$1.78K ﹤0.01%
70
3163
$1.77K ﹤0.01%
127
-1,379
3164
$1.75K ﹤0.01%
96
+6
3165
$1.74K ﹤0.01%
+294
3166
$1.7K ﹤0.01%
+65
3167
$1.7K ﹤0.01%
101
3168
$1.69K ﹤0.01%
66
-251
3169
$1.68K ﹤0.01%
269
+5
3170
$1.68K ﹤0.01%
1,200
+990
3171
$1.68K ﹤0.01%
307
+175
3172
$1.68K ﹤0.01%
87
3173
$1.68K ﹤0.01%
+525
3174
$1.67K ﹤0.01%
2,962
3175
$1.66K ﹤0.01%
28
-141
125 126
127
128 129