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
776
$3.3M ﹤0.01%
26,070
+23,940
777
$3.29M ﹤0.01%
83,279
+4,834
778
$3.26M ﹤0.01%
12,828
-245
779
$3.26M ﹤0.01%
79,565
+50,315
780
$3.24M ﹤0.01%
14,136
+1,036
781
$3.23M ﹤0.01%
12,162
-540
782
$3.21M ﹤0.01%
13,762
-147
783
$3.2M ﹤0.01%
5,667
+1,624
784
$3.19M ﹤0.01%
28,309
+4,788
785
$3.17M ﹤0.01%
190,739
-13,836
786
$3.15M ﹤0.01%
13,241
-766
787
$3.14M ﹤0.01%
30,692
-2,677
788
$3.13M ﹤0.01%
74,447
+11,565
789
$3.13M ﹤0.01%
34,040
+4,608
790
$3.12M ﹤0.01%
14,274
+581
791
$3.09M ﹤0.01%
42,595
-6,872
792
$3.08M ﹤0.01%
61,887
+5,178
793
$3.07M ﹤0.01%
23,555
+76
794
$3.07M ﹤0.01%
12,089
+2,997
795
$3.07M ﹤0.01%
30,267
+6,944
796
$3.07M ﹤0.01%
66,598
-508
797
$3.07M ﹤0.01%
74,046
+341
798
$3.06M ﹤0.01%
78,872
+3,410
799
$3.06M ﹤0.01%
44,962
+941
800
$3.06M ﹤0.01%
62,478
+29,107
30 31
32
33 34