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
1376
$446K ﹤0.01%
4,993
-183
1377
$444K ﹤0.01%
2,203
+3
1378
$441K ﹤0.01%
10,441
+5,614
1379
$440K ﹤0.01%
7,388
-122
1380
$439K ﹤0.01%
8,780
1381
$439K ﹤0.01%
20,656
1382
$438K ﹤0.01%
6,973
+5,243
1383
$437K ﹤0.01%
10,049
-72
1384
$435K ﹤0.01%
72,313
-2,900
1385
$435K ﹤0.01%
14,043
-1,260
1386
$435K ﹤0.01%
9,262
+2,082
1387
$435K ﹤0.01%
88,890
-8,793
1388
$434K ﹤0.01%
20,929
-13,131
1389
$433K ﹤0.01%
18,005
-4,996
1390
$432K ﹤0.01%
3,327
+1,022
1391
$431K ﹤0.01%
27,905
+1,333
1392
$427K ﹤0.01%
2,844
+8
1393
$426K ﹤0.01%
3,434
+606
1394
$425K ﹤0.01%
16,776
+6,480
1395
$424K ﹤0.01%
5,556
+2,290
1396
$423K ﹤0.01%
5,444
+2,400
1397
$423K ﹤0.01%
7,702
+136
1398
$421K ﹤0.01%
13,647
+6,196
1399
$419K ﹤0.01%
109,796
-61,680
1400
$417K ﹤0.01%
7,656
-706
54 55
56
57 58