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
251
$39.4M 0.03%
1,283,528
-184,896
252
$39.2M 0.03%
328,486
+309,885
253
$39.2M 0.03%
302,213
+2,364
254
$39.1M 0.03%
796,139
+93,675
255
$38.9M 0.03%
1,093,103
+678,126
256
$38.8M 0.03%
391,618
-347,124
257
$38.8M 0.03%
63,815
+2,618
258
$38.7M 0.03%
1,496,613
+196,301
259
$38.4M 0.03%
217,716
+65,332
260
$37.4M 0.03%
522,897
+10,566
261
$37.3M 0.03%
3,144,991
+3,143,240
262
$37.3M 0.03%
231,403
-20,766
263
$37.3M 0.03%
198,310
-8,056
264
$37M 0.03%
583,080
-24,407
265
$36.9M 0.03%
1,257,425
-23,742
266
$36.8M 0.03%
377,463
+28,343
267
$36.4M 0.03%
203,069
+182,358
268
$36.4M 0.03%
242,702
-7,066
269
$36.2M 0.03%
628,446
+104,273
270
$35.9M 0.03%
114,945
-7,745
271
$35.9M 0.03%
714,670
-214,372
272
$35.8M 0.03%
180,235
+172,857
273
$35.4M 0.03%
713,054
+119,926
274
$35.4M 0.03%
506,418
+496,150
275
$35.3M 0.03%
1,646,189
+121,057
9 10
11
12 13