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
2301
$34.3K ﹤0.01%
1,971
2302
$34.2K ﹤0.01%
103
2303
$34.2K ﹤0.01%
3,000
2304
$34.2K ﹤0.01%
730
+528
2305
$34.1K ﹤0.01%
2,294
-595
2306
$34K ﹤0.01%
181
-91
2307
$33.9K ﹤0.01%
914
+36
2308
$33.8K ﹤0.01%
740
2309
$33.8K ﹤0.01%
215
+24
2310
$33.7K ﹤0.01%
1,036
2311
$33.4K ﹤0.01%
305
-28
2312
$33.2K ﹤0.01%
200
-34
2313
$33K ﹤0.01%
520
-184
2314
$33K ﹤0.01%
326
-12
2315
$32.9K ﹤0.01%
233
+106
2316
$32.9K ﹤0.01%
439
-801
2317
$32.8K ﹤0.01%
710
-23
2318
$32.8K ﹤0.01%
3,398
2319
$32.8K ﹤0.01%
+10,850
2320
$32.8K ﹤0.01%
780
2321
$32.7K ﹤0.01%
452
2322
$32.6K ﹤0.01%
4,590
+1,655
2323
$32.6K ﹤0.01%
668
+1
2324
$32.4K ﹤0.01%
707
-68
2325
$32.4K ﹤0.01%
3,133
91 92
93
94 95