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
426
$13.1M 0.01%
191,623
+27,150
427
$13.1M 0.01%
265,874
-14,856
428
$13.1M 0.01%
190,884
-2,459
429
$13M 0.01%
216,944
+85,188
430
$12.8M 0.01%
409,309
+64,592
431
$12.8M 0.01%
395,890
+183,805
432
$12.8M 0.01%
38,129
+1,137
433
$12.7M 0.01%
325,129
+94,022
434
$12.7M 0.01%
157,460
+5,012
435
$12.7M 0.01%
132,495
-15,660
436
$12.6M 0.01%
253,618
+159,852
437
$12.6M 0.01%
158,893
+4,919
438
$12.6M 0.01%
92,657
+512
439
$12.5M 0.01%
54,180
-1,095
440
$12.3M 0.01%
220,555
+26,453
441
$12.2M 0.01%
113,252
+16,624
442
$12.2M 0.01%
383,535
+62,993
443
$12.2M 0.01%
28,427
-9,567
444
$12.1M 0.01%
365,722
+8,686
445
$12M 0.01%
49,255
+1,703
446
$11.9M 0.01%
129,352
+12,511
447
$11.9M 0.01%
194,928
-1,795
448
$11.8M 0.01%
135,369
+28,262
449
$11.7M 0.01%
378,141
+85,918
450
$11.7M 0.01%
376,496
+19,382