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
301
$28.7M 0.02%
87,693
+85,177
302
$28.5M 0.02%
782,774
+587,822
303
$28.5M 0.02%
655,725
+111,302
304
$28.3M 0.02%
106,764
+105,630
305
$28.2M 0.02%
314,492
+7,496
306
$28M 0.02%
403,391
+26,935
307
$27.3M 0.02%
304,616
+340
308
$27.2M 0.02%
230,265
-2,776
309
$26.8M 0.02%
448,817
-327,726
310
$26.8M 0.02%
419,706
-61,318
311
$26.6M 0.02%
566,768
+398,173
312
$26.6M 0.02%
269,019
+6,376
313
$26.3M 0.02%
629,497
+9,793
314
$25.9M 0.02%
725,451
-115,154
315
$25.7M 0.02%
27,139
-1,065
316
$25.6M 0.02%
903,577
+51,918
317
$25.2M 0.02%
356,049
-712,195
318
$25.2M 0.02%
408,763
+4,435
319
$25.2M 0.02%
1,739,460
+169,974
320
$24.9M 0.02%
548,421
+46,965
321
$24.5M 0.02%
289,776
-31,009
322
$24.3M 0.02%
325,648
+161,413
323
$24.2M 0.02%
604,935
-8,266
324
$24.1M 0.02%
113,964
-113,137
325
$23.8M 0.02%
282,319
+132,113
11 12
13
14 15