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
1326
$507K ﹤0.01%
5,183
+197
1327
$506K ﹤0.01%
2,233
+274
1328
$501K ﹤0.01%
11,392
-1,799
1329
$501K ﹤0.01%
3,280
+2,660
1330
$500K ﹤0.01%
18,760
-5,723
1331
$500K ﹤0.01%
27,972
-386
1332
$499K ﹤0.01%
3,116
+716
1333
$499K ﹤0.01%
6,403
-28
1334
$491K ﹤0.01%
6,826
-297
1335
$490K ﹤0.01%
26,850
-6,062
1336
$489K ﹤0.01%
7,672
1337
$489K ﹤0.01%
92,187
-19,344
1338
$487K ﹤0.01%
35,788
+31,770
1339
$484K ﹤0.01%
1,713
+100
1340
$484K ﹤0.01%
20,283
-6,228
1341
$483K ﹤0.01%
12,078
-285
1342
$482K ﹤0.01%
21,479
+12,847
1343
$481K ﹤0.01%
43,788
1344
$479K ﹤0.01%
1,142
-110
1345
$478K ﹤0.01%
837
+117
1346
$477K ﹤0.01%
13,931
+785
1347
$476K ﹤0.01%
16,624
+620
1348
$476K ﹤0.01%
4,497
+103
1349
$475K ﹤0.01%
13,108
-2,107
1350
$474K ﹤0.01%
5,240
-354
52 53
54
55 56