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
3376
$385 ﹤0.01%
+164
3377
$380 ﹤0.01%
+17
3378
$377 ﹤0.01%
237
-1,314
3379
$377 ﹤0.01%
227
-227
3380
$377 ﹤0.01%
+92
3381
$370 ﹤0.01%
103
-104
3382
$370 ﹤0.01%
4
-53
3383
$368 ﹤0.01%
6
-98
3384
$358 ﹤0.01%
+24
3385
$357 ﹤0.01%
42
3386
$354 ﹤0.01%
350
3387
$354 ﹤0.01%
+5
3388
$348 ﹤0.01%
19
-65
3389
$348 ﹤0.01%
2
-44
3390
$343 ﹤0.01%
+34
3391
$337 ﹤0.01%
56
-882
3392
$336 ﹤0.01%
200
3393
$324 ﹤0.01%
+8
3394
$321 ﹤0.01%
9
-71
3395
$318 ﹤0.01%
2
-4
3396
$317 ﹤0.01%
+8
3397
$316 ﹤0.01%
+500
3398
$307 ﹤0.01%
+3
3399
$306 ﹤0.01%
13
-168
3400
$306 ﹤0.01%
+257
134 135
136
137 138