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
2426
$24.5K ﹤0.01%
152
+8
2427
$24.5K ﹤0.01%
+2,000
2428
$24.3K ﹤0.01%
936
-1,198
2429
$24.3K ﹤0.01%
+2,242
2430
$24.3K ﹤0.01%
1,625
+9
2431
$24.3K ﹤0.01%
19,562
+3,985
2432
$24.2K ﹤0.01%
2,206
2433
$24.2K ﹤0.01%
1,671
-2,704
2434
$24.2K ﹤0.01%
536
2435
$24.1K ﹤0.01%
3,000
2436
$24.1K ﹤0.01%
1,715
+1,031
2437
$24.1K ﹤0.01%
4,448
2438
$24K ﹤0.01%
+535
2439
$23.9K ﹤0.01%
894
+877
2440
$23.6K ﹤0.01%
3,152
+41
2441
$23.6K ﹤0.01%
+716
2442
$23.6K ﹤0.01%
1,947
+28
2443
$23.5K ﹤0.01%
822
2444
$23.3K ﹤0.01%
106
+6
2445
$23.2K ﹤0.01%
1,040
+630
2446
$23.1K ﹤0.01%
1,464
+22
2447
$23.1K ﹤0.01%
+2,018
2448
$23.1K ﹤0.01%
7,534
-21
2449
$22.8K ﹤0.01%
306
2450
$22.7K ﹤0.01%
2,965
96 97
98
99 100