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
3226
$1.22K ﹤0.01%
+783
3227
$1.22K ﹤0.01%
65
3228
$1.19K ﹤0.01%
30
3229
$1.18K ﹤0.01%
92
-358
3230
$1.18K ﹤0.01%
+367
3231
$1.17K ﹤0.01%
1,291
3232
$1.17K ﹤0.01%
+80
3233
$1.17K ﹤0.01%
6
-7
3234
$1.16K ﹤0.01%
15
-36
3235
$1.16K ﹤0.01%
817
3236
$1.15K ﹤0.01%
46
+31
3237
$1.13K ﹤0.01%
24
-38
3238
$1.13K ﹤0.01%
20
+7
3239
$1.11K ﹤0.01%
+25
3240
$1.11K ﹤0.01%
+21
3241
$1.11K ﹤0.01%
+55
3242
$1.1K ﹤0.01%
35
-87
3243
$1.1K ﹤0.01%
1,000
3244
$1.1K ﹤0.01%
43
3245
$1.08K ﹤0.01%
20
3246
$1.08K ﹤0.01%
16
-1
3247
$1.07K ﹤0.01%
50
3248
$1.05K ﹤0.01%
133
+71
3249
$1.05K ﹤0.01%
67
3250
$1.05K ﹤0.01%
+100
128 129
130
131 132