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
3501
$102 ﹤0.01%
+13
3502
$102 ﹤0.01%
+10
3503
$101 ﹤0.01%
+8
3504
$101 ﹤0.01%
1
3505
$100 ﹤0.01%
+3
3506
$98 ﹤0.01%
+2
3507
$96 ﹤0.01%
11
-795
3508
$95 ﹤0.01%
+8
3509
$95 ﹤0.01%
+15
3510
$94 ﹤0.01%
+10
3511
$93 ﹤0.01%
66
+4
3512
$93 ﹤0.01%
150
3513
$92 ﹤0.01%
+6
3514
$91 ﹤0.01%
+35
3515
$90 ﹤0.01%
+20
3516
$89 ﹤0.01%
+4
3517
$87 ﹤0.01%
+6
3518
$85 ﹤0.01%
+8
3519
$85 ﹤0.01%
+128
3520
$85 ﹤0.01%
37
-4,963
3521
$84 ﹤0.01%
+51
3522
$82 ﹤0.01%
+7
3523
$80 ﹤0.01%
+3
3524
$80 ﹤0.01%
+2
3525
$80 ﹤0.01%
+2
139 140
141
142 143