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
1351
$474K ﹤0.01%
74,181
-19,508
1352
$474K ﹤0.01%
7,644
+3,485
1353
$474K ﹤0.01%
44,905
-472
1354
$472K ﹤0.01%
3,597
+194
1355
$471K ﹤0.01%
5,073
+109
1356
$470K ﹤0.01%
2,461
-183
1357
$469K ﹤0.01%
6,357
-14,220
1358
$468K ﹤0.01%
11,181
-160
1359
$467K ﹤0.01%
30,972
+1,053
1360
$467K ﹤0.01%
3,359
-116
1361
$465K ﹤0.01%
6,079
-598
1362
$464K ﹤0.01%
10,300
+1,503
1363
$463K ﹤0.01%
9,198
+19
1364
$462K ﹤0.01%
9,394
-745
1365
$459K ﹤0.01%
3,515
+690
1366
$453K ﹤0.01%
3,407
+1,637
1367
$453K ﹤0.01%
4,734
+207
1368
$451K ﹤0.01%
7,342
+930
1369
$451K ﹤0.01%
2,469
+370
1370
$451K ﹤0.01%
22,210
+8,462
1371
$447K ﹤0.01%
10,994
-284
1372
$447K ﹤0.01%
8,944
+340
1373
$447K ﹤0.01%
2,699
+173
1374
$446K ﹤0.01%
878
-161
1375
$446K ﹤0.01%
35,512
+344
53 54
55
56 57