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
1151
$894K ﹤0.01%
18,810
+240
1152
$892K ﹤0.01%
28,914
+1,172
1153
$888K ﹤0.01%
3,814
-634
1154
$879K ﹤0.01%
42,415
+12,705
1155
$878K ﹤0.01%
54,889
+9,437
1156
$872K ﹤0.01%
37,031
-13,286
1157
$871K ﹤0.01%
17,053
-197,799
1158
$870K ﹤0.01%
5,446
-55
1159
$869K ﹤0.01%
42,996
+20,059
1160
$859K ﹤0.01%
18,409
+1,038
1161
$854K ﹤0.01%
22,064
-454
1162
$854K ﹤0.01%
37,495
+13,074
1163
$852K ﹤0.01%
27,272
+26,500
1164
$852K ﹤0.01%
9,164
+713
1165
$842K ﹤0.01%
36,247
1166
$841K ﹤0.01%
13,447
+3,337
1167
$834K ﹤0.01%
16,504
-8,325
1168
$828K ﹤0.01%
8,840
-3,897
1169
$828K ﹤0.01%
14,574
-1,017
1170
$827K ﹤0.01%
12,536
-276
1171
$824K ﹤0.01%
2,853
+961
1172
$823K ﹤0.01%
6,991
+1,283
1173
$822K ﹤0.01%
21,373
-2,164
1174
$816K ﹤0.01%
19,732
-24,506
1175
$814K ﹤0.01%
35,528
-530
45 46
47
48 49