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
1201
$748K ﹤0.01%
25,246
+2,830
1202
$744K ﹤0.01%
1,715
+206
1203
$744K ﹤0.01%
13,892
+747
1204
$743K ﹤0.01%
27,391
+1,601
1205
$741K ﹤0.01%
10,603
+3,790
1206
$740K ﹤0.01%
5,437
-341
1207
$740K ﹤0.01%
13,655
-88
1208
$740K ﹤0.01%
66,210
-25,887
1209
$737K ﹤0.01%
68,729
-22,115
1210
$735K ﹤0.01%
17,478
+423
1211
$730K ﹤0.01%
12,526
-16,375
1212
$730K ﹤0.01%
1,466
-186
1213
$727K ﹤0.01%
25,648
+5,560
1214
$720K ﹤0.01%
22,598
-2,710
1215
$718K ﹤0.01%
4,659
-3,022
1216
$717K ﹤0.01%
56,868
+30,909
1217
$714K ﹤0.01%
17,676
+2,176
1218
$711K ﹤0.01%
26,058
+835
1219
$711K ﹤0.01%
14,326
+4,485
1220
$706K ﹤0.01%
7,045
+915
1221
$705K ﹤0.01%
32,412
+1,466
1222
$702K ﹤0.01%
17,972
+17,666
1223
$701K ﹤0.01%
11,339
+655
1224
$701K ﹤0.01%
17,482
-130
1225
$701K ﹤0.01%
9,845
-1,104
47 48
49
50 51