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
1176
$807K ﹤0.01%
75,286
-8,790
1177
$802K ﹤0.01%
21,736
-563
1178
$802K ﹤0.01%
8,083
+1,047
1179
$799K ﹤0.01%
11,343
-1,444
1180
$795K ﹤0.01%
4,468
+140
1181
$795K ﹤0.01%
6,842
-42
1182
$795K ﹤0.01%
42,189
+12,056
1183
$793K ﹤0.01%
3,513
-600
1184
$793K ﹤0.01%
54,189
+42,023
1185
$786K ﹤0.01%
14,563
+1,471
1186
$778K ﹤0.01%
21,805
+750
1187
$772K ﹤0.01%
3,785
+1,296
1188
$770K ﹤0.01%
9,539
+69
1189
$765K ﹤0.01%
9,537
-111
1190
$764K ﹤0.01%
18,169
+14,966
1191
$761K ﹤0.01%
11,133
+4,376
1192
$757K ﹤0.01%
2,861
-429
1193
$757K ﹤0.01%
5,532
+177
1194
$756K ﹤0.01%
7,185
+1,725
1195
$755K ﹤0.01%
65,528
-11,473
1196
$754K ﹤0.01%
38,842
+5,646
1197
$753K ﹤0.01%
68,996
+9,637
1198
$752K ﹤0.01%
18,768
-52,630
1199
$749K ﹤0.01%
52,581
+9,978
1200
$749K ﹤0.01%
9,727
+20
46 47
48
49 50