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
3801
– –
-2,697
3802
– –
-78
3803
– –
-5
3804
– –
-65
3805
– –
-6
3806
– –
-957
3807
– –
-632
3808
– –
-3,620
3809
– –
-8
3810
– –
-237
3811
– –
0
3812
– –
-50
3813
– –
-6
3814
– –
-57
3815
– –
-274
3816
– –
-26
3817
– –
-200
3818
– –
-2,172
3819
– –
-82
3820
– –
-156
3821
– –
-409
3822
– –
-12
3823
– –
-15
3824
– –
-76
3825
– –
-51
151 152
153
154 155