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
876
$2.3M ﹤0.01%
24,950
-16
877
$2.3M ﹤0.01%
305,054
-196,579
878
$2.29M ﹤0.01%
79,438
+21,176
879
$2.28M ﹤0.01%
15,640
+598
880
$2.28M ﹤0.01%
116,496
+18,729
881
$2.27M ﹤0.01%
8,947
-520
882
$2.26M ﹤0.01%
18,914
-5,534
883
$2.26M ﹤0.01%
74,268
-2,308
884
$2.26M ﹤0.01%
20,666
+6,921
885
$2.22M ﹤0.01%
56,689
+2,799
886
$2.22M ﹤0.01%
43,432
-5,318
887
$2.21M ﹤0.01%
29,592
+7,041
888
$2.19M ﹤0.01%
12,857
+6,851
889
$2.19M ﹤0.01%
26,046
+3,407
890
$2.18M ﹤0.01%
43,318
+3,950
891
$2.18M ﹤0.01%
22,725
+2,011
892
$2.17M ﹤0.01%
32,109
+1,507
893
$2.17M ﹤0.01%
89,728
-16,595
894
$2.16M ﹤0.01%
38,184
-754
895
$2.16M ﹤0.01%
2,644
+19
896
$2.14M ﹤0.01%
207,843
+189,027
897
$2.13M ﹤0.01%
27,467
+5,797
898
$2.12M ﹤0.01%
6,283
+2,682
899
$2.12M ﹤0.01%
172,656
+1,876
900
$2.08M ﹤0.01%
44,267
+16,973
34 35
36
37 38