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
326
$23.6M 0.02%
94,774
+4,154
327
$23.4M 0.02%
116,986
+6,978
328
$23.2M 0.02%
458,072
+136,536
329
$22.8M 0.02%
229,702
+53,760
330
$22.8M 0.02%
363,127
+183,547
331
$22.7M 0.02%
943,412
-31,213
332
$22.6M 0.02%
236,277
+11,651
333
$22.3M 0.02%
746,300
+17,107
334
$22.2M 0.02%
882,765
+61,799
335
$22.2M 0.02%
635,078
+24,205
336
$22.2M 0.02%
49,631
-207
337
$21.7M 0.02%
103,030
-9,200
338
$21.7M 0.02%
271,274
-18,128
339
$21.4M 0.02%
140,045
+4,337
340
$21.3M 0.02%
343,371
+54,600
341
$21M 0.02%
465,332
+26,463
342
$20.9M 0.02%
906,842
-70,544
343
$20.6M 0.02%
238,595
+43,113
344
$20.5M 0.02%
169,611
+31,608
345
$20.5M 0.02%
512,913
+49,054
346
$20.4M 0.02%
838,089
-14,434
347
$20.2M 0.02%
295,482
+120,764
348
$20.1M 0.02%
369,433
+341,737
349
$20M 0.02%
888,124
+34,527
350
$19.8M 0.02%
454,024
-194,138
12 13
14
15 16