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
676
$4.58M ﹤0.01%
27,351
+3,815
677
$4.56M ﹤0.01%
135,473
+14,217
678
$4.55M ﹤0.01%
82,624
-8,322
679
$4.51M ﹤0.01%
51,904
+19,356
680
$4.51M ﹤0.01%
218,033
-60,636
681
$4.51M ﹤0.01%
13,045
+4,966
682
$4.5M ﹤0.01%
23,665
-51,451
683
$4.45M ﹤0.01%
32,356
+9,412
684
$4.41M ﹤0.01%
24,024
-176,823
685
$4.39M ﹤0.01%
261,917
-69,781
686
$4.39M ﹤0.01%
73,382
+1,393
687
$4.39M ﹤0.01%
47,282
+10,073
688
$4.38M ﹤0.01%
35,467
+219
689
$4.38M ﹤0.01%
211,491
+1,849
690
$4.37M ﹤0.01%
35,352
+15,554
691
$4.36M ﹤0.01%
108,153
+67,562
692
$4.35M ﹤0.01%
124,518
+26,163
693
$4.34M ﹤0.01%
+135,834
694
$4.31M ﹤0.01%
26,952
-17,112
695
$4.3M ﹤0.01%
18,579
+10,081
696
$4.3M ﹤0.01%
217,237
+153,209
697
$4.3M ﹤0.01%
89,037
+68,473
698
$4.27M ﹤0.01%
58,236
+22,436
699
$4.26M ﹤0.01%
55,250
-700
700
$4.24M ﹤0.01%
80,309
+59,221
26 27
28
29 30