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
2201
$46.2K ﹤0.01%
190
-85
2202
$46.1K ﹤0.01%
5,256
-1,999
2203
$46K ﹤0.01%
6,127
-2,740
2204
$45.9K ﹤0.01%
3,849
-380
2205
$45.8K ﹤0.01%
4,448
2206
$45.8K ﹤0.01%
+413
2207
$45.7K ﹤0.01%
244
-13
2208
$45.6K ﹤0.01%
505
-166
2209
$45.5K ﹤0.01%
3,950
-1,240
2210
$45.3K ﹤0.01%
1,181
-2
2211
$45.2K ﹤0.01%
640
-9
2212
$45.1K ﹤0.01%
779
+78
2213
$44.8K ﹤0.01%
739
-129
2214
$44.6K ﹤0.01%
5,120
+112
2215
$44.6K ﹤0.01%
496
+155
2216
$44.6K ﹤0.01%
382
2217
$44.5K ﹤0.01%
1,294
-39
2218
$44.5K ﹤0.01%
1,151
-568
2219
$44.4K ﹤0.01%
37
+1
2220
$44.3K ﹤0.01%
1,130
-75
2221
$44.2K ﹤0.01%
4,078
+58
2222
$43.9K ﹤0.01%
3,750
-1,250
2223
$43.7K ﹤0.01%
3,038
-337
2224
$43.6K ﹤0.01%
12,081
+313
2225
$43.6K ﹤0.01%
10,200
87 88
89
90 91