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
$150B
AUM Growth
+$12.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,104
New
Increased
Reduced
Closed

Top Buys

1
+$848M
2
+$629M
3
+$313M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$184M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$180M

Top Sells

1
+$1.08B
2
+$208M
3
+$146M
4
APP icon
Applovin
APP
+$91.5M
5
NVDA icon
NVIDIA
NVDA
+$65.5M

Sector Composition

1 Technology 3.6%
2 Financials 1.27%
3 Communication Services 1.14%
4 Consumer Discretionary 1.02%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLCO icon
2401
Bausch + Lomb
BLCO
$5.99B
$41K ﹤0.01%
2,718
+396
LRN icon
2402
Stride
LRN
$2.89B
$41K ﹤0.01%
275
+82
BILL icon
2403
BILL Holdings
BILL
$5.5B
$40.9K ﹤0.01%
773
+37
MGA icon
2404
Magna International
MGA
$15.4B
$40.7K ﹤0.01%
860
-313
WFC.PRL icon
2405
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.85B
$40.7K ﹤0.01%
33
-463
IBMS
2406
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$204M
$40.7K ﹤0.01%
+1,561
UFPI icon
2407
UFP Industries
UFPI
$5.52B
$40.6K ﹤0.01%
434
+376
FLDR icon
2408
Fidelity Low Duration Bond Factor ETF
FLDR
$1.19B
$40.6K ﹤0.01%
808
+306
BKKT icon
2409
Bakkt Holdings
BKKT
$247M
$40.5K ﹤0.01%
+1,205
QTWO icon
2410
Q2 Holdings
QTWO
$4.71B
$40.5K ﹤0.01%
559
-71
IGLD icon
2411
FT Vest Gold Strategy Target Income ETF
IGLD
$437M
$40.4K ﹤0.01%
1,689
ABFL
2412
Abacus FCF Leaders ETF
ABFL
$755M
$40.2K ﹤0.01%
559
+296
EWJV icon
2413
iShares MSCI Japan Value ETF
EWJV
$488M
$39.9K ﹤0.01%
1,022
+429
DDM icon
2414
ProShares Ultra Dow30
DDM
$489M
$39.9K ﹤0.01%
744
+2
QUS icon
2415
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.53B
$39.7K ﹤0.01%
+232
CWK icon
2416
Cushman & Wakefield Ltd.
CWK
$3.68B
$39.6K ﹤0.01%
2,487
+110
FTGS icon
2417
First Trust Growth Strength ETF
FTGS
$1.24B
$39.5K ﹤0.01%
1,101
+204
BRBR icon
2418
BellRing Brands
BRBR
$3.5B
$39.4K ﹤0.01%
1,085
-163
XPH icon
2419
State Street SPDR S&P Pharmaceuticals ETF
XPH
$218M
$39.4K ﹤0.01%
821
+109
DBRG icon
2420
DigitalBridge
DBRG
$2.4B
$39.3K ﹤0.01%
3,357
+107
EMBD icon
2421
Global X Emerging Markets Bond ETF
EMBD
$285M
$39.3K ﹤0.01%
+1,651
MARA icon
2422
Marathon Digital Holdings
MARA
$3.66B
$39.2K ﹤0.01%
2,145
+180
UPST icon
2423
Upstart Holdings
UPST
$4.58B
$39.2K ﹤0.01%
771
+439
SBSW icon
2424
Sibanye-Stillwater
SBSW
$9.84B
$39.1K ﹤0.01%
3,481
+1,000
MC icon
2425
Moelis & Co
MC
$5.18B
$39.1K ﹤0.01%
548
+455
95 96
97
98 99