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
526
$8.42M 0.01%
191,743
+80,428
527
$8.34M 0.01%
364,074
+314,986
528
$8.34M 0.01%
34,445
+842
529
$8.33M 0.01%
41,324
+6,554
530
$8.24M 0.01%
114,705
+45,458
531
$8.23M 0.01%
217,275
-740,533
532
$8.12M 0.01%
156,795
+74,538
533
$8.07M 0.01%
99,071
+2,890
534
$8.04M 0.01%
62,399
-11,942
535
$7.99M 0.01%
158,973
-11,719
536
$7.95M 0.01%
152,920
-633
537
$7.9M 0.01%
5,712
+526
538
$7.77M 0.01%
210,070
-23,861
539
$7.76M 0.01%
335,176
-480
540
$7.71M 0.01%
31,614
-415
541
$7.66M 0.01%
399,333
+75,779
542
$7.65M 0.01%
560,280
+32,682
543
$7.63M 0.01%
315,687
+51,492
544
$7.6M 0.01%
52,009
+3,222
545
$7.57M 0.01%
12,842
+124
546
$7.52M 0.01%
284,272
-15,403
547
$7.52M 0.01%
129,873
+38,622
548
$7.5M 0.01%
68,028
-203,147
549
$7.48M 0.01%
22,143
+15,717
550
$7.42M 0.01%
66,597
+708
20 21
22
23 24