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
2126
$58K ﹤0.01%
2,909
-377
2127
$57.9K ﹤0.01%
655
+418
2128
$57.7K ﹤0.01%
1,072
+174
2129
$57.2K ﹤0.01%
3,573
2130
$57.2K ﹤0.01%
795
+22
2131
$57.1K ﹤0.01%
330
-6
2132
$57K ﹤0.01%
1,201
-15,897
2133
$56.8K ﹤0.01%
868
-2,346
2134
$56.8K ﹤0.01%
2,626
2135
$56.7K ﹤0.01%
1,438
+431
2136
$56.3K ﹤0.01%
1,889
-210
2137
$56.3K ﹤0.01%
1,032
+37
2138
$56.2K ﹤0.01%
1,704
-156
2139
$56.2K ﹤0.01%
3,568
+586
2140
$56.1K ﹤0.01%
908
-47
2141
$55.4K ﹤0.01%
353
-189
2142
$55K ﹤0.01%
11,321
+121
2143
$55K ﹤0.01%
2,507
+2,149
2144
$54.7K ﹤0.01%
1,270
2145
$54.6K ﹤0.01%
+1,022
2146
$54.4K ﹤0.01%
1,900
-111
2147
$54.3K ﹤0.01%
3,000
-329
2148
$53.4K ﹤0.01%
1,218
-969
2149
$53.3K ﹤0.01%
1,160
2150
$53.3K ﹤0.01%
+1,104
84 85
86
87 88