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
951
$1.74M ﹤0.01%
28,680
+379
952
$1.72M ﹤0.01%
12,486
+1,069
953
$1.72M ﹤0.01%
8,571
+1,287
954
$1.7M ﹤0.01%
3,654
-435
955
$1.7M ﹤0.01%
16,210
-6,821
956
$1.7M ﹤0.01%
14,240
+342
957
$1.67M ﹤0.01%
26,028
-473
958
$1.67M ﹤0.01%
54,410
+13,370
959
$1.67M ﹤0.01%
20,941
+2,761
960
$1.66M ﹤0.01%
48,639
+909
961
$1.66M ﹤0.01%
14,025
-3,296
962
$1.66M ﹤0.01%
23,577
-748
963
$1.65M ﹤0.01%
57,203
+34,728
964
$1.61M ﹤0.01%
8,841
-310
965
$1.6M ﹤0.01%
18,997
+873
966
$1.6M ﹤0.01%
51,715
+51,543
967
$1.6M ﹤0.01%
137,510
-52,729
968
$1.59M ﹤0.01%
16,271
+7,982
969
$1.59M ﹤0.01%
21,152
-44
970
$1.59M ﹤0.01%
6,062
-329
971
$1.58M ﹤0.01%
12,534
+8,014
972
$1.58M ﹤0.01%
43,975
+2,782
973
$1.57M ﹤0.01%
11,995
+686
974
$1.57M ﹤0.01%
126,302
+36,358
975
$1.56M ﹤0.01%
24,163
+21,007
37 38
39
40 41