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
3451
$160 ﹤0.01%
+43
3452
$158 ﹤0.01%
+4
3453
$156 ﹤0.01%
18
-1
3454
$155 ﹤0.01%
+10
3455
$154 ﹤0.01%
3
3456
$151 ﹤0.01%
48
-60
3457
$148 ﹤0.01%
+6
3458
$148 ﹤0.01%
+8
3459
$148 ﹤0.01%
4
-64
3460
$145 ﹤0.01%
141
3461
$142 ﹤0.01%
+22
3462
$142 ﹤0.01%
47
-63
3463
$138 ﹤0.01%
1
-8
3464
$138 ﹤0.01%
15
3465
$137 ﹤0.01%
25
3466
$134 ﹤0.01%
+80
3467
$132 ﹤0.01%
+14
3468
$132 ﹤0.01%
+51
3469
$130 ﹤0.01%
+29
3470
$129 ﹤0.01%
+33
3471
$128 ﹤0.01%
+92
3472
$127 ﹤0.01%
7
3473
$126 ﹤0.01%
+10
3474
$126 ﹤0.01%
+23
3475
$125 ﹤0.01%
+17
137 138
139
140 141