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
276
$35.2M 0.03%
272,884
+10,489
277
$35M 0.03%
373,502
+55,345
278
$35M 0.03%
1,116,036
+626,670
279
$34.9M 0.03%
263,881
+8,803
280
$34.5M 0.03%
489,353
+488,083
281
$34.1M 0.03%
169,288
+35,092
282
$34.1M 0.03%
102,970
+82,027
283
$34M 0.03%
517,365
-97,145
284
$33.7M 0.03%
1,073,101
-689,871
285
$33.7M 0.03%
168,644
+163,160
286
$33.5M 0.03%
989,719
+67,211
287
$33.4M 0.03%
1,071,546
+199,161
288
$33.4M 0.03%
130,723
-3,505
289
$32.7M 0.03%
378,497
+374,480
290
$32.3M 0.03%
350,344
-123,472
291
$31.9M 0.03%
152,364
+140,898
292
$31.5M 0.03%
143,809
+1,832
293
$31.4M 0.03%
609,996
+20,666
294
$31.3M 0.03%
503,918
+3,481
295
$30.8M 0.03%
306,548
-7,699
296
$30.6M 0.03%
626,325
+185,559
297
$30.2M 0.02%
45,596
+15,692
298
$29.7M 0.02%
1,005,788
+272,665
299
$29M 0.02%
273,162
+7,360
300
$29M 0.02%
975,347
+415,101
10 11
12
13 14