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
26
$709M 0.58%
12,949,165
-1,019,368
27
$697M 0.57%
1,856,104
+92,214
28
$685M 0.56%
2,663,528
+52,878
29
$662M 0.54%
8,645,584
+341,298
30
$648M 0.53%
1,747,507
+42,179
31
$598M 0.49%
5,518,325
+380,892
32
$591M 0.48%
3,107,357
+131,447
33
$580M 0.47%
3,358,772
+94,354
34
$566M 0.46%
2,933,060
+368,544
35
$540M 0.44%
24,479,012
+3,701,133
36
$497M 0.41%
17,763,626
-459,050
37
$493M 0.4%
13,831,238
+2,220,112
38
$468M 0.38%
15,430,525
+503,393
39
$462M 0.38%
10,659,200
+1,329,418
40
$446M 0.36%
2,010,915
+146,007
41
$440M 0.36%
4,617,408
+128,076
42
$405M 0.33%
2,370,393
-60,472
43
$394M 0.32%
1,284,339
+67,721
44
$346M 0.28%
2,240,337
+59,135
45
$338M 0.28%
623,405
+50,870
46
$311M 0.25%
9,074,492
+1,166,451
47
$308M 0.25%
576,635
+20,483
48
$304M 0.25%
10,746,718
+601,927
49
$288M 0.24%
5,229,221
+361,440
50
$285M 0.23%
2,955,337
-330,517
1
2
3 4 5