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
801
$3.03M ﹤0.01%
79,347
-6,147
802
$3.02M ﹤0.01%
50,759
-49,106
803
$3.01M ﹤0.01%
97,880
+23,106
804
$3.01M ﹤0.01%
60,388
-3,397
805
$3M ﹤0.01%
49,913
+5,724
806
$2.99M ﹤0.01%
137,243
-7,782
807
$2.97M ﹤0.01%
49,509
+6,968
808
$2.97M ﹤0.01%
122,384
+17,062
809
$2.96M ﹤0.01%
47,040
+563
810
$2.96M ﹤0.01%
264,299
-3,483
811
$2.94M ﹤0.01%
55,590
-6,255
812
$2.93M ﹤0.01%
10,986
+10
813
$2.91M ﹤0.01%
132,175
-35,199
814
$2.88M ﹤0.01%
41,175
+6,778
815
$2.86M ﹤0.01%
30,592
+6,200
816
$2.84M ﹤0.01%
36,434
-49,479
817
$2.83M ﹤0.01%
64,883
-3,487
818
$2.82M ﹤0.01%
96,733
+59,699
819
$2.82M ﹤0.01%
40,847
+3,695
820
$2.8M ﹤0.01%
130,505
+18,006
821
$2.78M ﹤0.01%
29,185
-175
822
$2.75M ﹤0.01%
49,454
+11,482
823
$2.74M ﹤0.01%
55,540
+4,396
824
$2.72M ﹤0.01%
45,952
-42,262
825
$2.72M ﹤0.01%
29,948
+5,761
31 32
33
34 35