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
1451
$358K ﹤0.01%
15,945
+287
1452
$358K ﹤0.01%
3,134
+554
1453
$357K ﹤0.01%
25,146
+115
1454
$356K ﹤0.01%
19,589
-2,543
1455
$355K ﹤0.01%
5,832
-705
1456
$352K ﹤0.01%
9,402
+3,796
1457
$351K ﹤0.01%
3,606
+1,113
1458
$351K ﹤0.01%
9,791
-90,545
1459
$349K ﹤0.01%
49,526
+132
1460
$349K ﹤0.01%
2,443
+141
1461
$348K ﹤0.01%
3,756
-143
1462
$347K ﹤0.01%
4,955
+1,737
1463
$343K ﹤0.01%
35,457
+4,610
1464
$342K ﹤0.01%
13,970
-850
1465
$342K ﹤0.01%
36,493
-22,547
1466
$339K ﹤0.01%
22,069
+3,726
1467
$337K ﹤0.01%
1,148
-9,356
1468
$337K ﹤0.01%
4,880
+4,365
1469
$335K ﹤0.01%
15,192
-977
1470
$333K ﹤0.01%
42,924
-22,804
1471
$332K ﹤0.01%
9,780
-548
1472
$331K ﹤0.01%
7,963
-327
1473
$331K ﹤0.01%
8,000
-3,396
1474
$328K ﹤0.01%
4,420
-23,743
1475
$325K ﹤0.01%
1,317
-541
57 58
59
60 61