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
826
$2.71M ﹤0.01%
74,324
+14,593
827
$2.7M ﹤0.01%
141,924
+85,965
828
$2.7M ﹤0.01%
39,290
+6,029
829
$2.7M ﹤0.01%
70,285
+4,079
830
$2.67M ﹤0.01%
32,345
+1,235
831
$2.67M ﹤0.01%
21,438
+517
832
$2.66M ﹤0.01%
37,898
+7,862
833
$2.66M ﹤0.01%
130,605
+15,119
834
$2.65M ﹤0.01%
108,290
-1,295
835
$2.63M ﹤0.01%
66,993
+63,897
836
$2.62M ﹤0.01%
4,133
+297
837
$2.61M ﹤0.01%
31,751
+4,178
838
$2.61M ﹤0.01%
78,059
-8,145
839
$2.6M ﹤0.01%
119,873
+8,776
840
$2.6M ﹤0.01%
36,709
+3,907
841
$2.59M ﹤0.01%
30,313
+4,632
842
$2.55M ﹤0.01%
39,599
+9,663
843
$2.55M ﹤0.01%
32,351
-846
844
$2.55M ﹤0.01%
48,719
+2,949
845
$2.55M ﹤0.01%
100,514
+8,045
846
$2.54M ﹤0.01%
39,868
+6,186
847
$2.54M ﹤0.01%
+39,738
848
$2.52M ﹤0.01%
53,164
+813
849
$2.49M ﹤0.01%
82,180
-4,038
850
$2.48M ﹤0.01%
80,695
-8,510
32 33
34
35 36