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
1051
$1.2M ﹤0.01%
12,530
-302
1052
$1.2M ﹤0.01%
14,526
+5,875
1053
$1.19M ﹤0.01%
36,088
-273,047
1054
$1.19M ﹤0.01%
23,035
+522
1055
$1.19M ﹤0.01%
6,827
+196
1056
$1.18M ﹤0.01%
63,242
+28,267
1057
$1.18M ﹤0.01%
27,067
+1,748
1058
$1.18M ﹤0.01%
9,064
+3,546
1059
$1.18M ﹤0.01%
35,437
-2,597
1060
$1.17M ﹤0.01%
4,030
+6
1061
$1.17M ﹤0.01%
20,151
-2,313
1062
$1.16M ﹤0.01%
32,191
+2,681
1063
$1.16M ﹤0.01%
18,333
+1,860
1064
$1.16M ﹤0.01%
101,499
-314
1065
$1.16M ﹤0.01%
20,126
+1,219
1066
$1.15M ﹤0.01%
30,492
-11,593
1067
$1.15M ﹤0.01%
13,960
+3,025
1068
$1.15M ﹤0.01%
32,986
-2,215
1069
$1.15M ﹤0.01%
23,610
+23,544
1070
$1.14M ﹤0.01%
53,045
+17,919
1071
$1.14M ﹤0.01%
10,165
-687
1072
$1.14M ﹤0.01%
16,650
-1,271
1073
$1.14M ﹤0.01%
15,482
-1,144
1074
$1.14M ﹤0.01%
22,307
+3,476
1075
$1.14M ﹤0.01%
7,751
+591
41 42
43
44 45