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
3426
$220 ﹤0.01%
100
3427
$218 ﹤0.01%
+8
3428
$215 ﹤0.01%
+2
3429
$214 ﹤0.01%
94
-109
3430
$210 ﹤0.01%
73
-44
3431
$210 ﹤0.01%
43
3432
$208 ﹤0.01%
+12
3433
$208 ﹤0.01%
+51
3434
$205 ﹤0.01%
+7
3435
$199 ﹤0.01%
+21
3436
$199 ﹤0.01%
+9
3437
$198 ﹤0.01%
+36
3438
$197 ﹤0.01%
+5
3439
$194 ﹤0.01%
+5
3440
$186 ﹤0.01%
+50
3441
$184 ﹤0.01%
+145
3442
$183 ﹤0.01%
45
3443
$175 ﹤0.01%
25
3444
$172 ﹤0.01%
107
3445
$170 ﹤0.01%
100
3446
$170 ﹤0.01%
+25
3447
$169 ﹤0.01%
+42
3448
$168 ﹤0.01%
+14
3449
$163 ﹤0.01%
+16
3450
$162 ﹤0.01%
60
-63
136 137
138
139 140