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
2276
$37.4K ﹤0.01%
625
2277
$37.4K ﹤0.01%
457
+131
2278
$37.2K ﹤0.01%
1,426
+67
2279
$37.2K ﹤0.01%
16,665
-82
2280
$37.1K ﹤0.01%
1,652
2281
$36.9K ﹤0.01%
1,197
-1,805
2282
$36.9K ﹤0.01%
945
+396
2283
$36.8K ﹤0.01%
224
-42
2284
$36.6K ﹤0.01%
2,947
2285
$36.6K ﹤0.01%
362
+213
2286
$36.6K ﹤0.01%
+24,559
2287
$36.6K ﹤0.01%
4,517
2288
$36.4K ﹤0.01%
2,321
2289
$36.2K ﹤0.01%
826
-862
2290
$36.1K ﹤0.01%
491
-28
2291
$35.8K ﹤0.01%
886
-12
2292
$35.4K ﹤0.01%
1,687
-446
2293
$35.4K ﹤0.01%
116
-12
2294
$35.3K ﹤0.01%
+3,000
2295
$35.1K ﹤0.01%
+1,034
2296
$34.7K ﹤0.01%
411
-109
2297
$34.6K ﹤0.01%
524
+385
2298
$34.5K ﹤0.01%
1,044
-193
2299
$34.5K ﹤0.01%
2,171
-82
2300
$34.4K ﹤0.01%
2,748
90 91
92
93 94