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
2076
$66.5K ﹤0.01%
3,004
+28
2077
$66.5K ﹤0.01%
4,172
2078
$66.3K ﹤0.01%
1,427
+58
2079
$66.3K ﹤0.01%
10,600
2080
$66.2K ﹤0.01%
+2,146
2081
$66K ﹤0.01%
2,246
+539
2082
$65.6K ﹤0.01%
1,814
+104
2083
$65.2K ﹤0.01%
875
+649
2084
$64.9K ﹤0.01%
3,841
-569
2085
$64.9K ﹤0.01%
1,500
2086
$64.7K ﹤0.01%
4,784
+201
2087
$64.6K ﹤0.01%
1,338
+961
2088
$64.6K ﹤0.01%
1,300
2089
$64.5K ﹤0.01%
6,102
2090
$64.4K ﹤0.01%
2,114
-1,441
2091
$64.4K ﹤0.01%
264
-281
2092
$64.1K ﹤0.01%
14,529
+14,460
2093
$63.8K ﹤0.01%
525
-336
2094
$63.7K ﹤0.01%
+1,396
2095
$63.4K ﹤0.01%
805
+45
2096
$63.2K ﹤0.01%
1,551
+287
2097
$63.2K ﹤0.01%
1,244
-238
2098
$63K ﹤0.01%
860
+76
2099
$62.9K ﹤0.01%
2,516
-95
2100
$62.9K ﹤0.01%
398
-88
82 83
84
85 86