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
3201
$1.45K ﹤0.01%
600
3202
$1.45K ﹤0.01%
385
-1,220
3203
$1.45K ﹤0.01%
12
-27
3204
$1.43K ﹤0.01%
200
3205
$1.43K ﹤0.01%
+500
3206
$1.43K ﹤0.01%
580
3207
$1.41K ﹤0.01%
14
3208
$1.41K ﹤0.01%
76
3209
$1.4K ﹤0.01%
+140
3210
$1.39K ﹤0.01%
300
3211
$1.37K ﹤0.01%
+275
3212
$1.34K ﹤0.01%
110
3213
$1.33K ﹤0.01%
35
3214
$1.33K ﹤0.01%
53
+14
3215
$1.32K ﹤0.01%
+46
3216
$1.32K ﹤0.01%
51
-66
3217
$1.32K ﹤0.01%
+96
3218
$1.3K ﹤0.01%
33
3219
$1.29K ﹤0.01%
13
3220
$1.28K ﹤0.01%
67
+1
3221
$1.27K ﹤0.01%
145
-257
3222
$1.26K ﹤0.01%
+41
3223
$1.24K ﹤0.01%
5
-6
3224
$1.23K ﹤0.01%
56
-17
3225
$1.22K ﹤0.01%
69
+5
127 128
129
130 131