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
3401
$300 ﹤0.01%
+23
3402
$298 ﹤0.01%
+91
3403
$295 ﹤0.01%
60
3404
$290 ﹤0.01%
+42
3405
$287 ﹤0.01%
58
3406
$286 ﹤0.01%
+32
3407
$274 ﹤0.01%
21
+20
3408
$272 ﹤0.01%
+27
3409
$268 ﹤0.01%
40
-575
3410
$263 ﹤0.01%
+34
3411
$262 ﹤0.01%
+18
3412
$260 ﹤0.01%
+6
3413
$251 ﹤0.01%
+19
3414
$244 ﹤0.01%
+30
3415
$243 ﹤0.01%
+8
3416
$240 ﹤0.01%
17
-21
3417
$240 ﹤0.01%
+42
3418
$238 ﹤0.01%
6
3419
$238 ﹤0.01%
+24
3420
$234 ﹤0.01%
40
3421
$233 ﹤0.01%
104
3422
$230 ﹤0.01%
500
3423
$230 ﹤0.01%
+16
3424
$226 ﹤0.01%
+85
3425
$224 ﹤0.01%
9
135 136
137
138 139