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
476
$10.3M 0.01%
109,926
+93,934
477
$10.2M 0.01%
276,694
+60,959
478
$10.2M 0.01%
205,513
+26,684
479
$10.1M 0.01%
209,619
-110,114
480
$10.1M 0.01%
66,871
-808
481
$10.1M 0.01%
113,344
+2,146
482
$10M 0.01%
287,153
-25,642
483
$10M 0.01%
46,091
-1,056
484
$10M 0.01%
102,188
-4,452
485
$9.87M 0.01%
561,246
+80,249
486
$9.75M 0.01%
20,935
-3,485
487
$9.74M 0.01%
35,745
-731
488
$9.74M 0.01%
316,361
+136,735
489
$9.59M 0.01%
130,197
+10,935
490
$9.59M 0.01%
71,150
+4,334
491
$9.57M 0.01%
64,492
+40,324
492
$9.51M 0.01%
82,757
+555
493
$9.48M 0.01%
115,964
-54,470
494
$9.44M 0.01%
134,018
-30,144
495
$9.43M 0.01%
518,677
+485,268
496
$9.34M 0.01%
306,312
+135,342
497
$9.29M 0.01%
28,224
+6,125
498
$9.27M 0.01%
225,197
-17,012
499
$9.25M 0.01%
82,590
-3,769
500
$9.25M 0.01%
69,922
+3,224
18 19
20
21 22