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
3126
$2.06K ﹤0.01%
1,013
3127
$2.06K ﹤0.01%
32
+27
3128
$2.06K ﹤0.01%
+1,500
3129
$2.05K ﹤0.01%
+38
3130
$2.04K ﹤0.01%
355
3131
$2.04K ﹤0.01%
+75
3132
$2.03K ﹤0.01%
+155
3133
$2.02K ﹤0.01%
16
-2
3134
$2K ﹤0.01%
204
-530
3135
$1.99K ﹤0.01%
+250
3136
$1.99K ﹤0.01%
+106
3137
$1.96K ﹤0.01%
+65
3138
$1.96K ﹤0.01%
+1,125
3139
$1.95K ﹤0.01%
450
-750
3140
$1.95K ﹤0.01%
418
-1
3141
$1.94K ﹤0.01%
16
-2
3142
$1.94K ﹤0.01%
+100
3143
$1.94K ﹤0.01%
200
-91
3144
$1.92K ﹤0.01%
+53
3145
$1.91K ﹤0.01%
+447
3146
$1.91K ﹤0.01%
+100
3147
$1.89K ﹤0.01%
+447
3148
$1.89K ﹤0.01%
25
-272
3149
$1.88K ﹤0.01%
41
-16
3150
$1.87K ﹤0.01%
315
124 125
126
127 128