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
376
$17.2M 0.01%
770,783
+51,941
377
$17.2M 0.01%
179,758
+19,133
378
$17.1M 0.01%
747,310
+15,651
379
$17M 0.01%
242,884
-161,354
380
$16.9M 0.01%
386,236
-17,446
381
$16.7M 0.01%
8,572
+311
382
$16.7M 0.01%
264,532
+38,015
383
$16.5M 0.01%
52,895
-700
384
$16.2M 0.01%
704,592
-55,661
385
$16.2M 0.01%
547,856
-92,375
386
$16.2M 0.01%
20
+1
387
$16.1M 0.01%
131,914
+11,340
388
$16M 0.01%
333,025
-20,608
389
$15.9M 0.01%
435,474
+108,083
390
$15.9M 0.01%
49,957
-1,017
391
$15.8M 0.01%
76,308
+41,097
392
$15.7M 0.01%
372,210
+16,886
393
$15.6M 0.01%
152,506
-51,680
394
$15.5M 0.01%
229,324
+17,213
395
$15.3M 0.01%
224,217
+70,500
396
$15.3M 0.01%
192,523
+52,198
397
$15.3M 0.01%
131,115
+4,657
398
$15.2M 0.01%
27,558
+3,895
399
$14.9M 0.01%
153,962
+7,353
400
$14.6M 0.01%
47,816
+1,437
14 15
16
17 18