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
1026
$1.29M ﹤0.01%
19,016
-1,946
1027
$1.29M ﹤0.01%
13,342
+1,658
1028
$1.28M ﹤0.01%
29,821
+3,292
1029
$1.28M ﹤0.01%
21,935
+2,723
1030
$1.27M ﹤0.01%
14,464
-364
1031
$1.27M ﹤0.01%
27,849
+7,331
1032
$1.26M ﹤0.01%
3,982
-357
1033
$1.25M ﹤0.01%
43,853
-1,336
1034
$1.25M ﹤0.01%
87,367
+11,884
1035
$1.25M ﹤0.01%
10,391
-104
1036
$1.25M ﹤0.01%
22,817
+302
1037
$1.25M ﹤0.01%
135,279
-2,106
1038
$1.24M ﹤0.01%
6,300
+367
1039
$1.24M ﹤0.01%
11,195
-122
1040
$1.23M ﹤0.01%
12,840
-8,757
1041
$1.23M ﹤0.01%
19,216
-4,876
1042
$1.22M ﹤0.01%
42,757
-3,661
1043
$1.22M ﹤0.01%
10,571
+1,314
1044
$1.22M ﹤0.01%
+10,964
1045
$1.21M ﹤0.01%
36,559
+1,618
1046
$1.21M ﹤0.01%
29,899
-1,679
1047
$1.21M ﹤0.01%
13,830
-104
1048
$1.21M ﹤0.01%
13,139
-439
1049
$1.21M ﹤0.01%
97,556
+20,574
1050
$1.21M ﹤0.01%
30,549
+3,142
40 41
42
43 44