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
576
$6.68M 0.01%
98,497
-5,832
577
$6.63M 0.01%
27,976
+1
578
$6.61M 0.01%
81,646
+34,331
579
$6.6M 0.01%
157,914
+55,437
580
$6.57M 0.01%
154,594
+22,569
581
$6.57M 0.01%
129,668
-15,408
582
$6.56M 0.01%
22,247
+456
583
$6.52M 0.01%
105,838
+19,586
584
$6.51M 0.01%
24,612
-866
585
$6.5M 0.01%
59,102
+8,227
586
$6.47M 0.01%
59,251
+3,149
587
$6.47M 0.01%
124,267
+22,278
588
$6.4M 0.01%
58,573
+31
589
$6.36M 0.01%
21,242
-346
590
$6.35M 0.01%
237,351
+3,764
591
$6.35M 0.01%
115,248
+8,328
592
$6.32M 0.01%
13,037
+490
593
$6.28M 0.01%
56,395
+54,952
594
$6.26M 0.01%
133,045
+6,425
595
$6.25M 0.01%
25,781
+21,152
596
$6.23M 0.01%
53,495
+5,731
597
$6.22M 0.01%
241,034
+24,655
598
$6.16M 0.01%
82,487
-13
599
$6.14M 0.01%
83,509
-2,638
600
$6.13M 0.01%
30,406
+64
22 23
24
25 26