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
2051
$72.2K ﹤0.01%
344
-75
2052
$71.9K ﹤0.01%
6,317
2053
$71.6K ﹤0.01%
3,015
+512
2054
$71.6K ﹤0.01%
1,010
-1,215
2055
$71.3K ﹤0.01%
482
+123
2056
$71K ﹤0.01%
4,525
2057
$70.8K ﹤0.01%
472
-47
2058
$70.7K ﹤0.01%
854
-40
2059
$70.3K ﹤0.01%
18,441
+6,078
2060
$70.2K ﹤0.01%
2,192
+131
2061
$70.1K ﹤0.01%
10,636
+3,640
2062
$69.5K ﹤0.01%
260
+7
2063
$69.5K ﹤0.01%
7,257
+3,112
2064
$69.5K ﹤0.01%
3,173
-781
2065
$69.2K ﹤0.01%
+2,825
2066
$69.2K ﹤0.01%
1,243
-115
2067
$69K ﹤0.01%
5,950
2068
$68.7K ﹤0.01%
1,514
-38
2069
$68.5K ﹤0.01%
2,049
+1,849
2070
$68.4K ﹤0.01%
532
-197
2071
$67.6K ﹤0.01%
5,238
2072
$67.4K ﹤0.01%
1,053
+34
2073
$67.1K ﹤0.01%
386
+344
2074
$66.9K ﹤0.01%
814
-12
2075
$66.5K ﹤0.01%
3,963
81 82
83
84 85