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
1426
$388K ﹤0.01%
9,586
+1,300
1427
$386K ﹤0.01%
2,203
+1,320
1428
$386K ﹤0.01%
16,856
+1,615
1429
$384K ﹤0.01%
8,351
-2,392
1430
$383K ﹤0.01%
8,350
-14
1431
$382K ﹤0.01%
17,671
+6,878
1432
$381K ﹤0.01%
20,863
-57
1433
$380K ﹤0.01%
9,507
-224,838
1434
$377K ﹤0.01%
8,990
-29
1435
$377K ﹤0.01%
40,528
-5,328
1436
$375K ﹤0.01%
770
+5
1437
$374K ﹤0.01%
4,515
-949
1438
$373K ﹤0.01%
12,358
+1,031
1439
$373K ﹤0.01%
7,632
-1,567
1440
$373K ﹤0.01%
3,904
+1,369
1441
$373K ﹤0.01%
2,432
+95
1442
$367K ﹤0.01%
42,171
-17,061
1443
$364K ﹤0.01%
66,629
+3,498
1444
$363K ﹤0.01%
13,385
-64
1445
$362K ﹤0.01%
3,918
+548
1446
$362K ﹤0.01%
2,238
-15
1447
$361K ﹤0.01%
7,093
+126
1448
$361K ﹤0.01%
3,502
+2,578
1449
$361K ﹤0.01%
34,553
-5,419
1450
$359K ﹤0.01%
204,898
+46,226
56 57
58
59 60