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
401
$14.5M 0.01%
62,023
+2,743
402
$14.5M 0.01%
147,318
-16,032
403
$14.4M 0.01%
457,613
+89,114
404
$14.4M 0.01%
160,311
+10,706
405
$14.3M 0.01%
239,066
+15,397
406
$14.3M 0.01%
199,034
-1,039
407
$14.2M 0.01%
350,104
+21,337
408
$14.2M 0.01%
456,296
+46,435
409
$14.1M 0.01%
136,055
+93,611
410
$14M 0.01%
625,540
-89,898
411
$14M 0.01%
201,121
-75,211
412
$14M 0.01%
312,917
-155,207
413
$13.9M 0.01%
203,505
+38,354
414
$13.9M 0.01%
48,955
+4,884
415
$13.8M 0.01%
540,494
+54,505
416
$13.7M 0.01%
66,843
-163,350
417
$13.7M 0.01%
144,482
+7,380
418
$13.7M 0.01%
214,399
-15,495
419
$13.6M 0.01%
259,508
+35,131
420
$13.5M 0.01%
537,069
+380,223
421
$13.4M 0.01%
+270,565
422
$13.4M 0.01%
362,372
-19,047
423
$13.3M 0.01%
337,760
+127,564
424
$13.3M 0.01%
159,856
+41,131
425
$13.2M 0.01%
252,544
+94,286
15 16
17
18 19