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
226
$47.3M 0.04%
263,332
+20,026
227
$47.2M 0.04%
945,408
+84,335
228
$46.8M 0.04%
384,359
+72,143
229
$46.7M 0.04%
964,898
+123,758
230
$46.3M 0.04%
1,146,872
+140,058
231
$46.3M 0.04%
3,398,939
-887,620
232
$46.3M 0.04%
132,647
+11,878
233
$46M 0.04%
555,110
-80,583
234
$45M 0.04%
1,284,132
-63,654
235
$44.8M 0.04%
585,057
+89,367
236
$44.6M 0.04%
353,733
+791
237
$44.5M 0.04%
405,663
+16,425
238
$44.5M 0.04%
316,672
+44,077
239
$44M 0.04%
174,597
+8,506
240
$43.9M 0.04%
1,247,782
+1,155,482
241
$43.5M 0.04%
538,840
-44,153
242
$43.1M 0.04%
556,739
+429,402
243
$42.9M 0.04%
139,025
+33,910
244
$42.6M 0.03%
410,414
+9,632
245
$41.8M 0.03%
678,155
+450,738
246
$41.5M 0.03%
1,409,436
+29,170
247
$41M 0.03%
316,502
+79,871
248
$40.9M 0.03%
179,660
+5,520
249
$40.6M 0.03%
746,903
+569,984
250
$40.1M 0.03%
302,640
-67,066
8 9
10
11 12