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
501
$9.24M 0.01%
15,045
-7,338
502
$9.22M 0.01%
188,840
-39,511
503
$9.18M 0.01%
82,598
-530
504
$9.14M 0.01%
53,080
+2,986
505
$9.13M 0.01%
97,138
+7,813
506
$9.05M 0.01%
17,683
+1,307
507
$9.01M 0.01%
77,432
-5,987
508
$9M 0.01%
213,187
+20,447
509
$9M 0.01%
177,714
+153,723
510
$8.91M 0.01%
47,208
-165,894
511
$8.89M 0.01%
28,365
+54
512
$8.82M 0.01%
38,107
+30,458
513
$8.77M 0.01%
256,826
+202
514
$8.76M 0.01%
184,077
-84,116
515
$8.75M 0.01%
198,072
+39
516
$8.73M 0.01%
74,360
+4,761
517
$8.73M 0.01%
104,037
+65,588
518
$8.66M 0.01%
21,694
-1,513
519
$8.65M 0.01%
95,502
-5,802
520
$8.62M 0.01%
154,920
+617
521
$8.61M 0.01%
28,518
+153
522
$8.6M 0.01%
93,012
+20,770
523
$8.54M 0.01%
438,363
+23,751
524
$8.46M 0.01%
307,546
+115,125
525
$8.44M 0.01%
309,283
+207,312
19 20
21
22 23