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
3301
$779 ﹤0.01%
+176
3302
$778 ﹤0.01%
202
3303
$770 ﹤0.01%
78
3304
$765 ﹤0.01%
500
3305
$758 ﹤0.01%
+1,162
3306
$758 ﹤0.01%
+120
3307
$757 ﹤0.01%
111
3308
$757 ﹤0.01%
35
3309
$755 ﹤0.01%
+10
3310
$751 ﹤0.01%
340
3311
$750 ﹤0.01%
93
+66
3312
$745 ﹤0.01%
167
+100
3313
$739 ﹤0.01%
8
3314
$731 ﹤0.01%
+17
3315
$716 ﹤0.01%
42
-488
3316
$711 ﹤0.01%
100
-9,282
3317
$698 ﹤0.01%
+20
3318
$691 ﹤0.01%
64
-12
3319
$683 ﹤0.01%
6
-252
3320
$671 ﹤0.01%
35
-276
3321
$638 ﹤0.01%
53
3322
$622 ﹤0.01%
13
-7
3323
$620 ﹤0.01%
+7
3324
$616 ﹤0.01%
+34
3325
$609 ﹤0.01%
+100
131 132
133
134 135