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
751
$3.57M ﹤0.01%
34,598
+2,694
752
$3.55M ﹤0.01%
109,802
-4,434
753
$3.55M ﹤0.01%
77,465
-1,739
754
$3.53M ﹤0.01%
13,165
+586
755
$3.53M ﹤0.01%
44,085
+1,666
756
$3.53M ﹤0.01%
170,101
+27,210
757
$3.53M ﹤0.01%
37,660
+4,609
758
$3.52M ﹤0.01%
130,987
+103,832
759
$3.52M ﹤0.01%
90,854
+12,408
760
$3.52M ﹤0.01%
22,361
+1,705
761
$3.51M ﹤0.01%
65,700
+54,194
762
$3.5M ﹤0.01%
157,473
-16,751
763
$3.48M ﹤0.01%
20,340
+4,214
764
$3.48M ﹤0.01%
102,893
+9,479
765
$3.44M ﹤0.01%
57,598
+7,864
766
$3.43M ﹤0.01%
23,780
+17,872
767
$3.43M ﹤0.01%
34,024
+1,113
768
$3.41M ﹤0.01%
110,690
+84,782
769
$3.39M ﹤0.01%
23,645
+78
770
$3.38M ﹤0.01%
47,319
+19,924
771
$3.36M ﹤0.01%
38,019
+421
772
$3.35M ﹤0.01%
46,381
-43,339
773
$3.34M ﹤0.01%
12,495
+1,102
774
$3.33M ﹤0.01%
46,275
+1,156
775
$3.31M ﹤0.01%
9,028
-118
29 30
31
32 33