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
1126
$934K ﹤0.01%
2,225
+94
1127
$934K ﹤0.01%
3,834
+898
1128
$934K ﹤0.01%
10,729
-299
1129
$930K ﹤0.01%
23,962
-2,398
1130
$929K ﹤0.01%
6,721
+82
1131
$929K ﹤0.01%
10,935
-412
1132
$929K ﹤0.01%
9,415
-993
1133
$924K ﹤0.01%
64,997
+2,059
1134
$922K ﹤0.01%
4,594
+98
1135
$920K ﹤0.01%
23,717
-14,570
1136
$918K ﹤0.01%
15,116
+3,173
1137
$917K ﹤0.01%
20,786
-303
1138
$914K ﹤0.01%
48,131
+3,122
1139
$914K ﹤0.01%
9,084
-244
1140
$912K ﹤0.01%
8,285
+2,182
1141
$910K ﹤0.01%
3,059
+300
1142
$909K ﹤0.01%
21,410
+367
1143
$906K ﹤0.01%
5,390
-1,613
1144
$906K ﹤0.01%
11,555
+1,663
1145
$903K ﹤0.01%
10,796
+435
1146
$900K ﹤0.01%
46,308
-3,798
1147
$895K ﹤0.01%
38,640
+8,355
1148
$895K ﹤0.01%
27,451
+12,737
1149
$895K ﹤0.01%
8,640
-308
1150
$894K ﹤0.01%
26,141
-2,933
44 45
46
47 48