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
$150B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,104
New
Increased
Reduced
Closed

Top Buys

1
+$848M
2
+$629M
3
+$313M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$184M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$180M

Top Sells

1
+$1.08B
2
+$208M
3
+$146M
4
APP icon
Applovin
APP
+$91.5M
5
NVDA icon
NVIDIA
NVDA
+$65.5M

Sector Composition

1 Technology 3.6%
2 Financials 1.27%
3 Communication Services 1.14%
4 Consumer Discretionary 1.02%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YUM icon
851
Yum! Brands
YUM
$41.9B
$3.41M ﹤0.01%
22,426
+213
PFFD icon
852
Global X US Preferred ETF
PFFD
$2.25B
$3.4M ﹤0.01%
174,882
+12,224
JD icon
853
JD.com
JD
$40.9B
$3.39M ﹤0.01%
97,044
+20,244
BSCS icon
854
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.09B
$3.39M ﹤0.01%
164,702
+19,432
PFXF icon
855
VanEck Preferred Securities ex Financials ETF
PFXF
$2.05B
$3.39M ﹤0.01%
190,581
+12,464
TECB icon
856
iShares US Tech Breakthrough Multisector ETF
TECB
$439M
$3.38M ﹤0.01%
55,921
+4,551
TSN icon
857
Tyson Foods
TSN
$20.5B
$3.37M ﹤0.01%
62,011
+8,122
TGRW icon
858
T. Rowe Price Growth Stock ETF
TGRW
$907M
$3.35M ﹤0.01%
73,479
+4,289
BDX icon
859
Becton Dickinson
BDX
$56.1B
$3.34M ﹤0.01%
17,821
+2,419
KVUE icon
860
Kenvue
KVUE
$33B
$3.33M ﹤0.01%
205,461
+127,645
QYLD icon
861
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.04B
$3.32M ﹤0.01%
195,012
+8,832
MET icon
862
MetLife
MET
$54.2B
$3.31M ﹤0.01%
40,190
+484
RF icon
863
Regions Financial
RF
$24.1B
$3.27M ﹤0.01%
124,163
+6,552
TER icon
864
Teradyne
TER
$30.1B
$3.26M ﹤0.01%
23,686
+19,455
VRTX icon
865
Vertex Pharmaceuticals
VRTX
$115B
$3.25M ﹤0.01%
8,307
-3,225
IWL icon
866
iShares Russell Top 200 ETF
IWL
$1.99B
$3.25M ﹤0.01%
19,575
-3,119
SCHR icon
867
Schwab Intermediately-Term US Treasury ETF
SCHR
$12.1B
$3.25M ﹤0.01%
129,361
+2,185
CVLC icon
868
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$663M
$3.24M ﹤0.01%
39,626
+2,911
IEO icon
869
iShares US Oil & Gas Exploration & Production ETF
IEO
$419M
$3.23M ﹤0.01%
34,893
+2,057
EOG icon
870
EOG Resources
EOG
$55.2B
$3.21M ﹤0.01%
28,661
-11,480
CTVA icon
871
Corteva
CTVA
$44.2B
$3.21M ﹤0.01%
47,503
-1,507
TD icon
872
Toronto Dominion Bank
TD
$155B
$3.21M ﹤0.01%
40,122
+1,300
IHI icon
873
iShares US Medical Devices ETF
IHI
$4.16B
$3.19M ﹤0.01%
53,028
-9,773
TTE icon
874
TotalEnergies
TTE
$137B
$3.18M ﹤0.01%
53,203
+1,981
RIO icon
875
Rio Tinto
RIO
$123B
$3.15M ﹤0.01%
47,722
-7,310
33 34
35
36 37