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
651
$5.1M ﹤0.01%
119,556
-2,700
652
$5.07M ﹤0.01%
14,693
+1,457
653
$5.07M ﹤0.01%
87,423
-7,390
654
$5.07M ﹤0.01%
375,577
+271
655
$5.06M ﹤0.01%
63,051
+23,297
656
$5.06M ﹤0.01%
144,919
-228
657
$5.05M ﹤0.01%
74,000
+47,339
658
$5.05M ﹤0.01%
74,891
-1,099
659
$4.98M ﹤0.01%
89,828
+63,406
660
$4.94M ﹤0.01%
95,964
-716
661
$4.88M ﹤0.01%
26,566
-213
662
$4.86M ﹤0.01%
64,012
+5,507
663
$4.85M ﹤0.01%
11,300
-122
664
$4.84M ﹤0.01%
253,666
-1,483
665
$4.82M ﹤0.01%
80,944
-906
666
$4.79M ﹤0.01%
257,618
+39,024
667
$4.77M ﹤0.01%
48,956
+741
668
$4.76M ﹤0.01%
195,032
+11,783
669
$4.74M ﹤0.01%
76,795
-8,076
670
$4.74M ﹤0.01%
128,646
+71,121
671
$4.71M ﹤0.01%
114,368
+11,599
672
$4.71M ﹤0.01%
54,772
+1,691
673
$4.67M ﹤0.01%
36,547
-1,893
674
$4.63M ﹤0.01%
120,662
+53,027
675
$4.62M ﹤0.01%
93,013
+90,829
25 26
27
28 29