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
51
$281M 0.23%
487,527
+18,620
52
$281M 0.23%
1,447,041
-59,317
53
$278M 0.23%
4,718,436
+414,584
54
$263M 0.22%
2,268,334
+90,735
55
$262M 0.21%
1,067,306
+39,142
56
$251M 0.21%
470,634
-85,634
57
$244M 0.2%
887,462
-10,242
58
$233M 0.19%
646,089
+26,199
59
$233M 0.19%
4,769,555
+663,555
60
$223M 0.18%
4,938,709
+194,694
61
$215M 0.18%
8,201,534
+616,733
62
$207M 0.17%
8,250,812
+507,864
63
$196M 0.16%
2,975,287
+770,820
64
$192M 0.16%
2,343,426
+46,879
65
$191M 0.16%
3,778,832
+411,404
66
$190M 0.16%
5,550,812
+2,056,804
67
$187M 0.15%
7,649,146
+921,451
68
$182M 0.15%
518,000
-13,616
69
$177M 0.14%
4,898,467
+307,276
70
$175M 0.14%
1,122,313
+237,648
71
$173M 0.14%
3,033,921
+201,782
72
$172M 0.14%
1,832,687
-130,975
73
$171M 0.14%
181,008
+3,989
74
$168M 0.14%
1,840,029
-174,137
75
$165M 0.13%
7,656,587
+6,726
1 2
3
4 5