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
1251
$628K ﹤0.01%
7,993
+76
1252
$627K ﹤0.01%
57,843
1253
$627K ﹤0.01%
4,133
+3,694
1254
$627K ﹤0.01%
33,404
+250
1255
$624K ﹤0.01%
1,076
-27
1256
$624K ﹤0.01%
5,185
-559
1257
$620K ﹤0.01%
7,928
-654
1258
$620K ﹤0.01%
8,152
-175
1259
$618K ﹤0.01%
8,664
-4,587
1260
$618K ﹤0.01%
8,059
-412
1261
$611K ﹤0.01%
44,796
+18,947
1262
$610K ﹤0.01%
6,352
+2,745
1263
$608K ﹤0.01%
15,869
-153
1264
$608K ﹤0.01%
6,382
-815
1265
$606K ﹤0.01%
328
-5
1266
$604K ﹤0.01%
13,239
-1,360
1267
$603K ﹤0.01%
45,939
+707
1268
$602K ﹤0.01%
5,757
+2,039
1269
$601K ﹤0.01%
19,714
+16,711
1270
$600K ﹤0.01%
10,101
+784
1271
$598K ﹤0.01%
4,422
-145
1272
$593K ﹤0.01%
49,612
-2,185
1273
$593K ﹤0.01%
3,164
-670
1274
$593K ﹤0.01%
2,334
+53
1275
$588K ﹤0.01%
52,406
+2,874
49 50
51
52 53