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
551
$7.31M 0.01%
88,912
+85,553
552
$7.29M 0.01%
324,119
+3,565
553
$7.28M 0.01%
166,052
+10,306
554
$7.28M 0.01%
56,740
+13,702
555
$7.27M 0.01%
47,482
+28,558
556
$7.17M 0.01%
109,361
+28,428
557
$7.14M 0.01%
163,771
+14,089
558
$7.1M 0.01%
266,173
+28,880
559
$7.1M 0.01%
40,385
-290
560
$7.1M 0.01%
89,556
-119,505
561
$7.08M 0.01%
197,351
+3,344
562
$7.07M 0.01%
305,658
+70,667
563
$7.05M 0.01%
68,853
+64,394
564
$7.05M 0.01%
80,089
-11,744
565
$7.01M 0.01%
245,625
+4,508
566
$6.97M 0.01%
45,198
+741
567
$6.97M 0.01%
49,006
+595
568
$6.97M 0.01%
275,892
+56,290
569
$6.91M 0.01%
207,953
+82,772
570
$6.88M 0.01%
135,223
+16,257
571
$6.87M 0.01%
94,799
+44,646
572
$6.87M 0.01%
268,783
-2,593
573
$6.85M 0.01%
222,500
+22,712
574
$6.82M 0.01%
86,476
+8,305
575
$6.75M 0.01%
119,897
-621,456
21 22
23
24 25