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
1226
$700K ﹤0.01%
29,737
+7,341
1227
$693K ﹤0.01%
7,274
-90
1228
$689K ﹤0.01%
3,210
+36
1229
$684K ﹤0.01%
64,848
-1,003
1230
$682K ﹤0.01%
25,531
1231
$682K ﹤0.01%
6,658
-1,783
1232
$682K ﹤0.01%
8,823
+372
1233
$680K ﹤0.01%
8,321
+331
1234
$677K ﹤0.01%
1,165
+30
1235
$675K ﹤0.01%
14,838
-348
1236
$674K ﹤0.01%
21,424
+3,936
1237
$671K ﹤0.01%
17,502
+1,226
1238
$668K ﹤0.01%
15,604
+2,107
1239
$664K ﹤0.01%
2,967
-3,034
1240
$660K ﹤0.01%
7,237
+5,553
1241
$655K ﹤0.01%
11,661
+1,401
1242
$654K ﹤0.01%
2,947
+1,450
1243
$653K ﹤0.01%
11,834
+2,252
1244
$652K ﹤0.01%
9,372
+114
1245
$648K ﹤0.01%
22,565
-129
1246
$646K ﹤0.01%
57,612
+7,498
1247
$646K ﹤0.01%
13,195
+635
1248
$645K ﹤0.01%
4,459
-516
1249
$642K ﹤0.01%
34,648
+4,882
1250
$635K ﹤0.01%
15,493
-2,807
48 49
50
51 52