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
1001
$1.41M ﹤0.01%
6,873
+89
1002
$1.41M ﹤0.01%
24,548
-128
1003
$1.41M ﹤0.01%
13,834
-1,616
1004
$1.41M ﹤0.01%
21,750
+2,365
1005
$1.4M ﹤0.01%
20,831
+5,230
1006
$1.39M ﹤0.01%
6,408
+825
1007
$1.39M ﹤0.01%
18,137
+1,293
1008
$1.38M ﹤0.01%
3,034
-6,386
1009
$1.38M ﹤0.01%
9,733
+1,036
1010
$1.38M ﹤0.01%
84,322
-1,258,550
1011
$1.37M ﹤0.01%
28,145
-5,660
1012
$1.36M ﹤0.01%
28,358
+1,375
1013
$1.36M ﹤0.01%
23,080
-320
1014
$1.35M ﹤0.01%
6,941
+178
1015
$1.35M ﹤0.01%
7,979
-182
1016
$1.35M ﹤0.01%
89,929
+18,148
1017
$1.34M ﹤0.01%
22,537
-3,771
1018
$1.33M ﹤0.01%
30,063
+2,761
1019
$1.32M ﹤0.01%
58,236
+2,802
1020
$1.32M ﹤0.01%
22,802
+5,223
1021
$1.32M ﹤0.01%
25,816
+2,469
1022
$1.32M ﹤0.01%
12,904
+2,881
1023
$1.32M ﹤0.01%
32,143
+5,258
1024
$1.31M ﹤0.01%
42,235
+20,880
1025
$1.3M ﹤0.01%
13,430
+9,117
39 40
41
42 43