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
1301
$545K ﹤0.01%
9,531
+4,501
1302
$542K ﹤0.01%
4,020
-1,239
1303
$542K ﹤0.01%
21,229
+17,528
1304
$542K ﹤0.01%
6,987
-15
1305
$536K ﹤0.01%
8,414
+419
1306
$534K ﹤0.01%
5,877
-415
1307
$533K ﹤0.01%
8,451
+2,454
1308
$533K ﹤0.01%
11,025
-368
1309
$527K ﹤0.01%
5,871
+988
1310
$527K ﹤0.01%
10,602
-4,419
1311
$525K ﹤0.01%
4,976
-930
1312
$524K ﹤0.01%
5,968
-647
1313
$524K ﹤0.01%
20,973
+2,133
1314
$522K ﹤0.01%
10,899
+10,833
1315
$521K ﹤0.01%
3,991
-78
1316
$519K ﹤0.01%
10,672
-1,462
1317
$515K ﹤0.01%
8,509
+686
1318
$515K ﹤0.01%
3,324
+1,091
1319
$515K ﹤0.01%
21,129
+1,446
1320
$514K ﹤0.01%
6,978
-305
1321
$513K ﹤0.01%
9,869
+1,646
1322
$511K ﹤0.01%
2,581
-493
1323
$510K ﹤0.01%
39,749
-10,337
1324
$509K ﹤0.01%
10,027
+783
1325
$507K ﹤0.01%
70
+6
51 52
53
54 55