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
3326
$609 ﹤0.01%
20
-18
3327
$604 ﹤0.01%
+6
3328
$603 ﹤0.01%
6
-8
3329
$593 ﹤0.01%
41
+5
3330
$589 ﹤0.01%
+121
3331
$585 ﹤0.01%
100
-368
3332
$563 ﹤0.01%
37
+1
3333
$555 ﹤0.01%
+84
3334
$550 ﹤0.01%
10
-9
3335
$544 ﹤0.01%
+640
3336
$544 ﹤0.01%
61
-1,545
3337
$541 ﹤0.01%
+20
3338
$540 ﹤0.01%
53
+51
3339
$532 ﹤0.01%
14
3340
$519 ﹤0.01%
100
3341
$518 ﹤0.01%
80
3342
$515 ﹤0.01%
+97
3343
$502 ﹤0.01%
+10
3344
$501 ﹤0.01%
22
-8
3345
$501 ﹤0.01%
+21
3346
$500 ﹤0.01%
100
3347
$500 ﹤0.01%
+109
3348
$496 ﹤0.01%
+31
3349
$490 ﹤0.01%
+9
3350
$488 ﹤0.01%
+19
132 133
134
135 136