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
901
$2.06M ﹤0.01%
81,092
+10,196
902
$2.04M ﹤0.01%
52,306
-654,948
903
$2.04M ﹤0.01%
41,374
+15,769
904
$2.02M ﹤0.01%
5,504
-928
905
$2.01M ﹤0.01%
43,391
+5,845
906
$2.01M ﹤0.01%
55,114
-717,841
907
$2M ﹤0.01%
19,433
+3,228
908
$1.98M ﹤0.01%
67,698
+3,446
909
$1.98M ﹤0.01%
74,878
+35,105
910
$1.98M ﹤0.01%
9,621
-678
911
$1.98M ﹤0.01%
53,701
+53,015
912
$1.97M ﹤0.01%
83,584
-8,964
913
$1.96M ﹤0.01%
8,842
-4,790
914
$1.95M ﹤0.01%
17,168
+6,510
915
$1.95M ﹤0.01%
21,412
+558
916
$1.94M ﹤0.01%
38,717
-23,251
917
$1.93M ﹤0.01%
43,926
+12,456
918
$1.92M ﹤0.01%
4,186
+92
919
$1.91M ﹤0.01%
59,854
+4,617
920
$1.91M ﹤0.01%
27,674
-19,970
921
$1.91M ﹤0.01%
12,940
+813
922
$1.9M ﹤0.01%
19,523
+2,801
923
$1.9M ﹤0.01%
81,602
-5,301
924
$1.89M ﹤0.01%
19,332
-2,783
925
$1.89M ﹤0.01%
86,487
-11,897
35 36
37
38 39