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
1076
$1.14M ﹤0.01%
12,685
+1,220
1077
$1.14M ﹤0.01%
21,974
+59
1078
$1.12M ﹤0.01%
73,940
+1,194
1079
$1.11M ﹤0.01%
9,702
+641
1080
$1.11M ﹤0.01%
4,966
+201
1081
$1.1M ﹤0.01%
3,245
-567
1082
$1.1M ﹤0.01%
5,169
-841
1083
$1.1M ﹤0.01%
235,831
+1,941
1084
$1.09M ﹤0.01%
585
-42
1085
$1.09M ﹤0.01%
20,563
+310
1086
$1.09M ﹤0.01%
76,178
+25,463
1087
$1.08M ﹤0.01%
20,273
-19,268
1088
$1.07M ﹤0.01%
14,322
-611
1089
$1.07M ﹤0.01%
42,629
+12,014
1090
$1.07M ﹤0.01%
16,601
+4,105
1091
$1.06M ﹤0.01%
21,046
-764
1092
$1.06M ﹤0.01%
35,723
+5,451
1093
$1.05M ﹤0.01%
109,828
+10,957
1094
$1.05M ﹤0.01%
9,908
+914
1095
$1.04M ﹤0.01%
2,185
-374
1096
$1.04M ﹤0.01%
+40,336
1097
$1.03M ﹤0.01%
107,786
+16,177
1098
$1.03M ﹤0.01%
28,349
-46
1099
$1.02M ﹤0.01%
14,991
-299
1100
$1.02M ﹤0.01%
6,913
-1,439
42 43
44
45 46