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
601
$6.12M 0.01%
80,565
+4,705
602
$6.09M 0.01%
121,771
+39,787
603
$6.08M 0.01%
26,023
+19,612
604
$6.06M 0.01%
9,008
-1,333
605
$6.05M ﹤0.01%
17,950
-5,302
606
$6.05M ﹤0.01%
52,308
+10,739
607
$6.03M ﹤0.01%
39,356
-1,058
608
$6.02M ﹤0.01%
26,418
+1,723
609
$6.01M ﹤0.01%
83,945
-629
610
$6.01M ﹤0.01%
99,369
-774
611
$6.01M ﹤0.01%
40,476
+3,951
612
$6M ﹤0.01%
24,189
-1,329
613
$5.96M ﹤0.01%
118,225
-5,030
614
$5.93M ﹤0.01%
58,051
+25,397
615
$5.9M ﹤0.01%
35,511
-4,824
616
$5.87M ﹤0.01%
150,559
-53,632
617
$5.87M ﹤0.01%
113,937
-94,946
618
$5.85M ﹤0.01%
28,457
+1,394
619
$5.84M ﹤0.01%
205,261
+59,153
620
$5.75M ﹤0.01%
114,174
+70,729
621
$5.7M ﹤0.01%
96,722
-3,102
622
$5.7M ﹤0.01%
57,431
+5,257
623
$5.67M ﹤0.01%
62,436
+60,010
624
$5.67M ﹤0.01%
110,140
+17,369
625
$5.62M ﹤0.01%
50,253
+509
23 24
25
26 27