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
701
$4.22M ﹤0.01%
116,977
+4,173
702
$4.21M ﹤0.01%
38,651
-120,527
703
$4.21M ﹤0.01%
82,380
+13,240
704
$4.2M ﹤0.01%
+30,056
705
$4.2M ﹤0.01%
55,953
-5,748
706
$4.17M ﹤0.01%
16,124
-598
707
$4.16M ﹤0.01%
31,681
+1,407
708
$4.16M ﹤0.01%
8,595
-319
709
$4.16M ﹤0.01%
164,348
+309
710
$4.15M ﹤0.01%
142,036
+63,927
711
$4.13M ﹤0.01%
36,979
+2,097
712
$4.11M ﹤0.01%
32,357
+204
713
$4.08M ﹤0.01%
14,677
+769
714
$4.08M ﹤0.01%
187,819
+92,940
715
$4.06M ﹤0.01%
72,415
-209,628
716
$4.06M ﹤0.01%
6,472
-6,588
717
$4.05M ﹤0.01%
67,362
-703
718
$4.04M ﹤0.01%
37,799
-9,295
719
$4.02M ﹤0.01%
141,491
+11,527
720
$3.99M ﹤0.01%
31,506
+962
721
$3.97M ﹤0.01%
85,181
-28,634
722
$3.96M ﹤0.01%
52,074
+43,094
723
$3.95M ﹤0.01%
63,602
+33,383
724
$3.94M ﹤0.01%
193,307
+17,203
725
$3.93M ﹤0.01%
158,244
+23,434
27 28
29
30 31