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
2101
$62.9K ﹤0.01%
3,405
-3,405
2102
$62.8K ﹤0.01%
488
-3
2103
$62.7K ﹤0.01%
532
2104
$62.5K ﹤0.01%
163
2105
$62.5K ﹤0.01%
778
2106
$62.4K ﹤0.01%
2,736
-619
2107
$62.4K ﹤0.01%
1,282
+21
2108
$62K ﹤0.01%
2,263
-78
2109
$61.4K ﹤0.01%
5,811
2110
$61K ﹤0.01%
2,205
-34
2111
$60.7K ﹤0.01%
6,871
2112
$60.6K ﹤0.01%
+1,949
2113
$60.5K ﹤0.01%
869
2114
$60.5K ﹤0.01%
2,730
+1,576
2115
$60.5K ﹤0.01%
3,184
+2,718
2116
$60.4K ﹤0.01%
307
-34
2117
$60.2K ﹤0.01%
1,276
-4,625
2118
$60.1K ﹤0.01%
873
+442
2119
$59.5K ﹤0.01%
4,331
2120
$59.3K ﹤0.01%
1,719
-320
2121
$58.7K ﹤0.01%
5,813
-7,081
2122
$58.7K ﹤0.01%
1,402
-53
2123
$58.5K ﹤0.01%
899
+385
2124
$58.3K ﹤0.01%
1,222
+6
2125
$58.2K ﹤0.01%
+2,500
83 84
85
86 87