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
1101
$1.02M ﹤0.01%
15,689
+1,739
1102
$1.02M ﹤0.01%
7,688
-269
1103
$1.01M ﹤0.01%
8,316
-596
1104
$1.01M ﹤0.01%
18,979
+11,931
1105
$1.01M ﹤0.01%
+13,249
1106
$1M ﹤0.01%
9,209
+6,320
1107
$998K ﹤0.01%
17,553
+126
1108
$984K ﹤0.01%
11,191
+353
1109
$980K ﹤0.01%
59,045
+7,432
1110
$979K ﹤0.01%
30,623
+5,947
1111
$978K ﹤0.01%
12,518
-91,429
1112
$975K ﹤0.01%
18,743
+1,820
1113
$969K ﹤0.01%
20,007
-16,889
1114
$964K ﹤0.01%
35,494
+2,025
1115
$963K ﹤0.01%
10,544
+2,015
1116
$955K ﹤0.01%
6,465
-231
1117
$955K ﹤0.01%
6,149
-104
1118
$952K ﹤0.01%
12,079
+538
1119
$951K ﹤0.01%
8,400
+46
1120
$948K ﹤0.01%
35,389
+7,416
1121
$945K ﹤0.01%
12,297
+2,876
1122
$939K ﹤0.01%
11,532
-1,119
1123
$936K ﹤0.01%
2,841
-310
1124
$935K ﹤0.01%
8,361
+3,038
1125
$934K ﹤0.01%
13,218
+232
43 44
45
46 47