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
3176
$1.64K ﹤0.01%
1,500
3177
$1.63K ﹤0.01%
64
-52
3178
$1.63K ﹤0.01%
27
-196
3179
$1.63K ﹤0.01%
+50
3180
$1.62K ﹤0.01%
50
3181
$1.62K ﹤0.01%
+2,241
3182
$1.61K ﹤0.01%
19
-58
3183
$1.6K ﹤0.01%
+41
3184
$1.56K ﹤0.01%
16
3185
$1.55K ﹤0.01%
30
-614
3186
$1.55K ﹤0.01%
408
3187
$1.54K ﹤0.01%
45
3188
$1.53K ﹤0.01%
+32
3189
$1.52K ﹤0.01%
+79
3190
$1.52K ﹤0.01%
100
-17
3191
$1.52K ﹤0.01%
101
-465
3192
$1.51K ﹤0.01%
+85
3193
$1.5K ﹤0.01%
225
3194
$1.5K ﹤0.01%
+32
3195
$1.49K ﹤0.01%
+69
3196
$1.49K ﹤0.01%
105
3197
$1.47K ﹤0.01%
84
3198
$1.46K ﹤0.01%
1,000
3199
$1.46K ﹤0.01%
+211
3200
$1.46K ﹤0.01%
25
126 127
128
129 130