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
3601
$10 ﹤0.01%
+5
3602
$10 ﹤0.01%
+6
3603
$9 ﹤0.01%
+4
3604
$9 ﹤0.01%
1
3605
$8 ﹤0.01%
+39
3606
$8 ﹤0.01%
+1
3607
$8 ﹤0.01%
1
3608
$8 ﹤0.01%
9
-100
3609
$7 ﹤0.01%
2
3610
$6 ﹤0.01%
1
3611
$5 ﹤0.01%
+11
3612
$3 ﹤0.01%
1
3613
$3 ﹤0.01%
1
3614
$3 ﹤0.01%
1
3615
$3 ﹤0.01%
1
3616
$3 ﹤0.01%
1
3617
$3 ﹤0.01%
+6
3618
$3 ﹤0.01%
+6
3619
$2 ﹤0.01%
3
3620
$2 ﹤0.01%
1
3621
$1 ﹤0.01%
+1
3622
$1 ﹤0.01%
1
3623
$1 ﹤0.01%
1
3624
$1 ﹤0.01%
1
3625
$1 ﹤0.01%
1
143 144
145
146 147