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
1276
$588K ﹤0.01%
28,913
+7,757
1277
$588K ﹤0.01%
17,502
-237
1278
$587K ﹤0.01%
12,706
+366
1279
$586K ﹤0.01%
28,200
-37
1280
$585K ﹤0.01%
4,942
-570
1281
$585K ﹤0.01%
20,425
+4,507
1282
$582K ﹤0.01%
11,207
-365
1283
$582K ﹤0.01%
9,761
+261
1284
$580K ﹤0.01%
2,878
+1,468
1285
$578K ﹤0.01%
11,098
+771
1286
$577K ﹤0.01%
2,329
-19
1287
$575K ﹤0.01%
8,345
1288
$574K ﹤0.01%
12,182
+657
1289
$569K ﹤0.01%
25,313
+1,212
1290
$566K ﹤0.01%
1,963
-464
1291
$562K ﹤0.01%
2,720
+1,137
1292
$561K ﹤0.01%
9,879
+3,680
1293
$560K ﹤0.01%
3,623
+60
1294
$559K ﹤0.01%
14,911
+8,591
1295
$556K ﹤0.01%
23,319
+2,449
1296
$554K ﹤0.01%
17,875
+2,886
1297
$553K ﹤0.01%
9,382
-418
1298
$549K ﹤0.01%
15,331
+8,409
1299
$549K ﹤0.01%
3,179
+256
1300
$547K ﹤0.01%
5,155
-23
50 51
52
53 54