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
626
$5.61M ﹤0.01%
38,489
+3,649
627
$5.6M ﹤0.01%
58,756
+7,144
628
$5.59M ﹤0.01%
94,270
+82,920
629
$5.52M ﹤0.01%
218,329
+14,801
630
$5.51M ﹤0.01%
124,439
+2,839
631
$5.49M ﹤0.01%
64,977
-13,362
632
$5.44M ﹤0.01%
24,039
+19,271
633
$5.42M ﹤0.01%
81,405
+11,676
634
$5.42M ﹤0.01%
421,769
635
$5.41M ﹤0.01%
19,119
+722
636
$5.4M ﹤0.01%
56,125
+233
637
$5.38M ﹤0.01%
230,518
+36,951
638
$5.38M ﹤0.01%
59,665
+43,988
639
$5.36M ﹤0.01%
82,174
-7,346
640
$5.36M ﹤0.01%
143,739
+3,965
641
$5.32M ﹤0.01%
49,803
+13,861
642
$5.28M ﹤0.01%
82,903
+10,144
643
$5.26M ﹤0.01%
104,874
+7,165
644
$5.24M ﹤0.01%
55,972
-2,295
645
$5.23M ﹤0.01%
32,573
+10,101
646
$5.23M ﹤0.01%
103,597
+61,128
647
$5.23M ﹤0.01%
85,935
+6,639
648
$5.22M ﹤0.01%
117,864
-3,428
649
$5.2M ﹤0.01%
47,748
+10,344
650
$5.15M ﹤0.01%
226,725
-18,641
24 25
26
27 28