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
726
$3.93M ﹤0.01%
188,273
+16,616
727
$3.92M ﹤0.01%
191,542
+16,711
728
$3.92M ﹤0.01%
58,243
-3,171
729
$3.86M ﹤0.01%
75,681
-7,031
730
$3.84M ﹤0.01%
833
-32
731
$3.83M ﹤0.01%
87,859
+8,066
732
$3.82M ﹤0.01%
76,490
+31,637
733
$3.82M ﹤0.01%
78,894
734
$3.8M ﹤0.01%
67,003
-6,370
735
$3.8M ﹤0.01%
51,180
+4,338
736
$3.78M ﹤0.01%
27,588
+13,562
737
$3.76M ﹤0.01%
22,007
+739
738
$3.74M ﹤0.01%
24,846
+23,152
739
$3.73M ﹤0.01%
59,736
+9,872
740
$3.7M ﹤0.01%
48,826
-477
741
$3.68M ﹤0.01%
23,390
+632
742
$3.68M ﹤0.01%
366,820
-92
743
$3.66M ﹤0.01%
8,349
-12,586
744
$3.65M ﹤0.01%
38,589
+5,551
745
$3.65M ﹤0.01%
63,511
+12,731
746
$3.64M ﹤0.01%
59,127
-595
747
$3.63M ﹤0.01%
41,663
+8,787
748
$3.63M ﹤0.01%
35,191
+6,326
749
$3.61M ﹤0.01%
55,821
-433
750
$3.59M ﹤0.01%
64,393
+8,722
28 29
30
31 32