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
1401
$414K ﹤0.01%
9,352
+4,635
1402
$414K ﹤0.01%
16,840
+10,661
1403
$414K ﹤0.01%
2,288
+1,749
1404
$413K ﹤0.01%
7,885
+1,573
1405
$411K ﹤0.01%
2,204
-44
1406
$410K ﹤0.01%
3,048
+222
1407
$408K ﹤0.01%
14,865
-12
1408
$408K ﹤0.01%
13,948
-82
1409
$408K ﹤0.01%
12,260
+2,297
1410
$407K ﹤0.01%
5,437
+1,165
1411
$407K ﹤0.01%
51,096
-832
1412
$407K ﹤0.01%
7,310
+5,538
1413
$406K ﹤0.01%
19,013
+3,000
1414
$405K ﹤0.01%
8,838
+1,022
1415
$404K ﹤0.01%
29,072
-12,390
1416
$404K ﹤0.01%
3,161
-1,620
1417
$400K ﹤0.01%
8,473
+815
1418
$399K ﹤0.01%
6,874
-149
1419
$399K ﹤0.01%
1,083
-124
1420
$394K ﹤0.01%
7,356
-810
1421
$394K ﹤0.01%
10,373
+3
1422
$393K ﹤0.01%
23,790
+1,188
1423
$392K ﹤0.01%
19,778
+11,365
1424
$392K ﹤0.01%
746
-9
1425
$388K ﹤0.01%
4,702
-452
55 56
57
58 59