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
2151
$53.2K ﹤0.01%
661
-875
2152
$53.1K ﹤0.01%
4,421
+67
2153
$53K ﹤0.01%
1,011
+132
2154
$52.9K ﹤0.01%
+863
2155
$52.8K ﹤0.01%
2,119
-250
2156
$52.7K ﹤0.01%
892
-181
2157
$52.7K ﹤0.01%
602
+99
2158
$52.6K ﹤0.01%
3,242
-803
2159
$52.5K ﹤0.01%
1,265
2160
$52.5K ﹤0.01%
5,138
+102
2161
$52.1K ﹤0.01%
301
-55
2162
$52K ﹤0.01%
13,767
+9,640
2163
$52K ﹤0.01%
1,779
-29,102
2164
$51.8K ﹤0.01%
1,104
+920
2165
$51.7K ﹤0.01%
748
+118
2166
$51.6K ﹤0.01%
1,201
2167
$51.4K ﹤0.01%
446
-50
2168
$51.1K ﹤0.01%
7,275
-4,000
2169
$50.9K ﹤0.01%
1,052
-13
2170
$50.8K ﹤0.01%
3,140
-455
2171
$50.8K ﹤0.01%
489
-182
2172
$50.6K ﹤0.01%
1,000
2173
$50.6K ﹤0.01%
+773
2174
$50.5K ﹤0.01%
2,629
+897
2175
$50.5K ﹤0.01%
757
-49
85 86
87
88 89