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
2226
$43.3K ﹤0.01%
7,850
+6,479
2227
$43.3K ﹤0.01%
4,510
2228
$43K ﹤0.01%
15,307
-10,651
2229
$42.8K ﹤0.01%
2,131
+1,117
2230
$42.7K ﹤0.01%
282
2231
$42.6K ﹤0.01%
293
+24
2232
$42.6K ﹤0.01%
5,743
+573
2233
$42.5K ﹤0.01%
+1,642
2234
$42.5K ﹤0.01%
126
2235
$42.3K ﹤0.01%
+1,347
2236
$42.2K ﹤0.01%
801
+518
2237
$42.2K ﹤0.01%
2,852
+7
2238
$41.8K ﹤0.01%
3,953
-13,198
2239
$41.6K ﹤0.01%
2,302
+449
2240
$41.4K ﹤0.01%
514
+152
2241
$41.3K ﹤0.01%
688
+99
2242
$41.3K ﹤0.01%
984
-1,855
2243
$41.2K ﹤0.01%
875
2244
$41.1K ﹤0.01%
1,270
+395
2245
$41K ﹤0.01%
949
-412
2246
$41K ﹤0.01%
+1,682
2247
$40.9K ﹤0.01%
554
+89
2248
$40.9K ﹤0.01%
3,533
+75
2249
$40.6K ﹤0.01%
2,200
-4,000
2250
$40.6K ﹤0.01%
1,090
88 89
90
91 92