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
851
$2.47M ﹤0.01%
18,905
+1,821
852
$2.47M ﹤0.01%
6,455
+191
853
$2.44M ﹤0.01%
59,441
-4,960
854
$2.43M ﹤0.01%
32,430
+12,243
855
$2.43M ﹤0.01%
24,176
-1,916
856
$2.42M ﹤0.01%
6,671
-830
857
$2.42M ﹤0.01%
59,855
-4,890
858
$2.42M ﹤0.01%
44,181
+4,719
859
$2.41M ﹤0.01%
77,275
+5,446
860
$2.4M ﹤0.01%
32,399
+1,366
861
$2.39M ﹤0.01%
20,038
-75,757
862
$2.39M ﹤0.01%
21,177
-1,002
863
$2.38M ﹤0.01%
94,007
+53,509
864
$2.37M ﹤0.01%
39,883
+28,697
865
$2.37M ﹤0.01%
14,489
+11,607
866
$2.35M ﹤0.01%
49,563
-15,589
867
$2.35M ﹤0.01%
13,660
+5,967
868
$2.35M ﹤0.01%
98,812
+22,711
869
$2.35M ﹤0.01%
28,560
+8,046
870
$2.34M ﹤0.01%
29,751
-1,136
871
$2.33M ﹤0.01%
11,225
-457
872
$2.32M ﹤0.01%
91,970
-79,446
873
$2.31M ﹤0.01%
41,302
-25,484
874
$2.31M ﹤0.01%
98,729
+31,617
875
$2.31M ﹤0.01%
90,468
+6,552
33 34
35
36 37