Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$454M
2
+$352M
3
+$255M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$211M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$164M

Top Sells

1
+$101M
2
+$77.5M
3
+$58M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$53.9M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$50.6M

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