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
101
$114M 0.09%
670,455
+18,427
102
$112M 0.09%
2,471,917
-758,511
103
$112M 0.09%
1,682,314
+224,954
104
$111M 0.09%
907,475
+80,046
105
$110M 0.09%
2,199,520
+190,891
106
$107M 0.09%
637,058
+37,252
107
$106M 0.09%
1,003,247
+193,124
108
$104M 0.09%
611,050
+46,436
109
$104M 0.09%
2,774,172
-1,299,479
110
$103M 0.08%
2,842,573
+703,387
111
$103M 0.08%
4,605,576
+453,513
112
$101M 0.08%
507,046
+63,224
113
$101M 0.08%
3,693,991
+2,448,899
114
$99.8M 0.08%
801,556
+95,583
115
$98.2M 0.08%
3,663,217
+1,053,284
116
$97.4M 0.08%
368,043
-42,493
117
$96M 0.08%
2,419,539
-316,084
118
$95.9M 0.08%
1,230,406
-39,230
119
$95.7M 0.08%
1,149,622
+52,492
120
$95.7M 0.08%
4,082,538
+652,644
121
$94.6M 0.08%
447,294
+87,395
122
$94.5M 0.08%
1,649,521
-85,599
123
$94.5M 0.08%
1,207,291
+99,266
124
$92.6M 0.08%
1,119,675
+159,074
125
$92.4M 0.08%
1,635,935
+305,026
3 4
5
6 7