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
926
$1.89M ﹤0.01%
55,122
+22,318
927
$1.88M ﹤0.01%
19,479
-27,272
928
$1.88M ﹤0.01%
62,978
+2,166
929
$1.87M ﹤0.01%
78,019
+6,214
930
$1.86M ﹤0.01%
49,642
-148,550
931
$1.85M ﹤0.01%
87,688
-1,418
932
$1.85M ﹤0.01%
25,000
+11,323
933
$1.85M ﹤0.01%
16,703
-93
934
$1.84M ﹤0.01%
33,233
-2,730
935
$1.84M ﹤0.01%
184,041
+36,619
936
$1.83M ﹤0.01%
10,243
+3,632
937
$1.83M ﹤0.01%
22,845
-6,731
938
$1.82M ﹤0.01%
18,337
+940
939
$1.82M ﹤0.01%
26,873
+1,864
940
$1.79M ﹤0.01%
27,761
+4,713
941
$1.78M ﹤0.01%
9,840
-698
942
$1.78M ﹤0.01%
35,156
-36,557
943
$1.78M ﹤0.01%
42,535
+11,690
944
$1.77M ﹤0.01%
40,546
+12,211
945
$1.77M ﹤0.01%
17,144
+4,588
946
$1.76M ﹤0.01%
54,120
+2,140
947
$1.76M ﹤0.01%
51,371
+28,792
948
$1.75M ﹤0.01%
72,162
-3,182
949
$1.75M ﹤0.01%
9,958
-673
950
$1.75M ﹤0.01%
66,668
+14,802
36 37
38
39 40