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
976
$1.56M ﹤0.01%
68,076
+22,520
977
$1.53M ﹤0.01%
11,212
+217
978
$1.52M ﹤0.01%
11,543
+1,789
979
$1.52M ﹤0.01%
54,874
-361
980
$1.51M ﹤0.01%
23,080
-14,452
981
$1.51M ﹤0.01%
19,302
-1,034
982
$1.51M ﹤0.01%
8,557
-1,683
983
$1.51M ﹤0.01%
77,153
+51,355
984
$1.5M ﹤0.01%
23,567
+10,085
985
$1.5M ﹤0.01%
122,347
+12,224
986
$1.49M ﹤0.01%
31,900
+7,073
987
$1.49M ﹤0.01%
24,019
+8,622
988
$1.48M ﹤0.01%
25,869
+1,126
989
$1.48M ﹤0.01%
75,039
+45,621
990
$1.46M ﹤0.01%
54,795
-7,937
991
$1.46M ﹤0.01%
1,477
+254
992
$1.45M ﹤0.01%
24,817
-2,272
993
$1.45M ﹤0.01%
+55,731
994
$1.44M ﹤0.01%
18,877
+1,588
995
$1.43M ﹤0.01%
44,215
+30,826
996
$1.43M ﹤0.01%
13,718
+547
997
$1.42M ﹤0.01%
12,641
+757
998
$1.42M ﹤0.01%
174,865
+76
999
$1.42M ﹤0.01%
20,362
-1,597
1000
$1.42M ﹤0.01%
52,714
+5,159
38 39
40
41 42