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
76
$162M 0.13%
195,683
+8,776
77
$160M 0.13%
3,147,636
+748,311
78
$157M 0.13%
1,796,040
+389,956
79
$156M 0.13%
639,531
+70,038
80
$155M 0.13%
967,146
+56,205
81
$154M 0.13%
1,659,880
+5,600
82
$153M 0.13%
279,161
+1,300
83
$144M 0.12%
1,431,734
+180,927
84
$144M 0.12%
2,391,347
+319,437
85
$139M 0.11%
832,524
+261,422
86
$138M 0.11%
377,889
+79,240
87
$138M 0.11%
2,349,402
+263,604
88
$132M 0.11%
2,029,687
+263,282
89
$132M 0.11%
2,147,157
+68,086
90
$131M 0.11%
1,112,493
+139,591
91
$130M 0.11%
3,503,824
-235,619
92
$129M 0.11%
3,274,058
+146,140
93
$128M 0.11%
2,078,455
+36,427
94
$126M 0.1%
469,679
+153,852
95
$124M 0.1%
2,613,006
+100,116
96
$123M 0.1%
234,275
-3,885
97
$119M 0.1%
3,552,083
+326,427
98
$118M 0.1%
4,880,660
+311,477
99
$117M 0.1%
279,730
-548
100
$116M 0.1%
403,701
-15,215
2 3
4
5 6