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
2176
$50.1K ﹤0.01%
900
-60
2177
$49.7K ﹤0.01%
2,893
+667
2178
$49.7K ﹤0.01%
810
-226
2179
$49.6K ﹤0.01%
2,478
+916
2180
$49.6K ﹤0.01%
3,922
2181
$49.5K ﹤0.01%
2,060
2182
$49.4K ﹤0.01%
372
-17
2183
$49.1K ﹤0.01%
1,010
+121
2184
$49.1K ﹤0.01%
83
-1
2185
$49K ﹤0.01%
2,806
+1,065
2186
$48.8K ﹤0.01%
2,000
2187
$48.5K ﹤0.01%
1,532
2188
$48.2K ﹤0.01%
970
2189
$48.1K ﹤0.01%
1,629
2190
$48.1K ﹤0.01%
3,979
+1,732
2191
$48K ﹤0.01%
+1,386
2192
$47.9K ﹤0.01%
301
-15
2193
$47.9K ﹤0.01%
1,521
+528
2194
$47.5K ﹤0.01%
153
+26
2195
$47K ﹤0.01%
317
+234
2196
$46.9K ﹤0.01%
3,268
-11,445
2197
$46.7K ﹤0.01%
1,900
2198
$46.6K ﹤0.01%
449
2199
$46.6K ﹤0.01%
7,120
+978
2200
$46.2K ﹤0.01%
1,331
+15
86 87
88
89 90