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
3551
$52 ﹤0.01%
3
-405
3552
$51 ﹤0.01%
+32
3553
$51 ﹤0.01%
33
3554
$51 ﹤0.01%
+5
3555
$51 ﹤0.01%
+18
3556
$51 ﹤0.01%
25
3557
$50 ﹤0.01%
+8
3558
$50 ﹤0.01%
1
3559
$49 ﹤0.01%
51
+50
3560
$49 ﹤0.01%
10
+2
3561
$49 ﹤0.01%
+10
3562
$48 ﹤0.01%
+20
3563
$46 ﹤0.01%
+23
3564
$46 ﹤0.01%
10
3565
$45 ﹤0.01%
+15
3566
$45 ﹤0.01%
24
-1
3567
$44 ﹤0.01%
+42
3568
$43 ﹤0.01%
21
3569
$43 ﹤0.01%
+28
3570
$42 ﹤0.01%
8
3571
$41 ﹤0.01%
+7
3572
$41 ﹤0.01%
+41
3573
$40 ﹤0.01%
1
-30
3574
$38 ﹤0.01%
2
3575
$38 ﹤0.01%
17
-1,078
141 142
143
144 145