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
3276
$920 ﹤0.01%
17
-895
3277
$917 ﹤0.01%
24
-15
3278
$914 ﹤0.01%
+122
3279
$911 ﹤0.01%
+31
3280
$907 ﹤0.01%
+47
3281
$903 ﹤0.01%
100
3282
$887 ﹤0.01%
50
-458
3283
$880 ﹤0.01%
36
-605
3284
$874 ﹤0.01%
+10
3285
$873 ﹤0.01%
83
3286
$862 ﹤0.01%
51
3287
$845 ﹤0.01%
+33
3288
$834 ﹤0.01%
571
3289
$829 ﹤0.01%
+12
3290
$828 ﹤0.01%
+414
3291
$827 ﹤0.01%
+253
3292
$826 ﹤0.01%
+51
3293
$821 ﹤0.01%
17
-26
3294
$811 ﹤0.01%
21
3295
$808 ﹤0.01%
+10
3296
$801 ﹤0.01%
+100
3297
$791 ﹤0.01%
100
-16
3298
$790 ﹤0.01%
+11
3299
$785 ﹤0.01%
+100
3300
$781 ﹤0.01%
+41
130 131
132
133 134