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
351
$19.8M 0.02%
270,481
+18,707
352
$19.7M 0.02%
52,856
+2,713
353
$19.6M 0.02%
187,372
+5,271
354
$19.3M 0.02%
70,951
+7,036
355
$19.2M 0.02%
500,800
+21,567
356
$19.1M 0.02%
423,958
-92,556
357
$18.8M 0.02%
804,978
+24,244
358
$18.8M 0.02%
735,256
-5,753
359
$18.5M 0.02%
265,237
-1,141,339
360
$18.5M 0.02%
729,412
-311,614
361
$18.5M 0.02%
254,789
+12,106
362
$18.4M 0.02%
564,672
+52,876
363
$18.4M 0.02%
791,466
+34,654
364
$18.2M 0.01%
753,807
-117,687
365
$18.1M 0.01%
768,194
-573,294
366
$18.1M 0.01%
129,545
+6,604
367
$17.9M 0.01%
194,857
+5,739
368
$17.7M 0.01%
152,229
+30,971
369
$17.7M 0.01%
333,518
-202,782
370
$17.6M 0.01%
103,319
+8,254
371
$17.6M 0.01%
91,844
+3,632
372
$17.5M 0.01%
659,803
-75,656
373
$17.5M 0.01%
380,777
+143,316
374
$17.4M 0.01%
94,687
+30,544
375
$17.3M 0.01%
112,675
-24,289
13 14
15
16 17