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
451
$11.6M 0.01%
423,010
+44,658
452
$11.4M 0.01%
303,250
+238,886
453
$11.4M 0.01%
213,953
-128,314
454
$11.4M 0.01%
44,740
+1,219
455
$11.3M 0.01%
65,201
-2,548
456
$11.3M 0.01%
411,071
+11,761
457
$11.2M 0.01%
275,582
+13,600
458
$11.2M 0.01%
76,111
+3,284
459
$11.1M 0.01%
44,990
+14,891
460
$11.1M 0.01%
514,188
+22,538
461
$11M 0.01%
308,505
+42,170
462
$11M 0.01%
172,804
+12,138
463
$10.9M 0.01%
52,749
-1,623
464
$10.8M 0.01%
133,526
-565,801
465
$10.8M 0.01%
108,411
+29,038
466
$10.7M 0.01%
243,087
+238,310
467
$10.7M 0.01%
34,970
+18,643
468
$10.6M 0.01%
135,692
+5,132
469
$10.6M 0.01%
318,368
-163,956
470
$10.5M 0.01%
21,210
-285
471
$10.5M 0.01%
207,572
-13,926
472
$10.5M 0.01%
347,337
+13,942
473
$10.4M 0.01%
173,859
+7,603
474
$10.4M 0.01%
99,537
+12,111
475
$10.3M 0.01%
145,312
+11,093
17 18
19
20 21