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
126
$91.8M 0.08%
806,591
+173,649
127
$91.5M 0.07%
1,926,630
+143,218
128
$89.5M 0.07%
1,052,487
+35,235
129
$89M 0.07%
1,461,787
+167,985
130
$88.5M 0.07%
1,083,587
+67,642
131
$88.3M 0.07%
1,533,330
+213,501
132
$87.9M 0.07%
1,717,156
+76,501
133
$86.3M 0.07%
934,461
-417,467
134
$85.7M 0.07%
788,865
+32,694
135
$84.9M 0.07%
2,622,143
+2,174,513
136
$84.9M 0.07%
1,446,184
+231,185
137
$84.8M 0.07%
450,423
+37,093
138
$83.4M 0.07%
629,431
+23,560
139
$82.1M 0.07%
232,918
+115,017
140
$81.2M 0.07%
2,238,813
+307,832
141
$80.3M 0.07%
912,501
-75,766
142
$79.9M 0.07%
295,143
+86,994
143
$79.2M 0.06%
1,720,414
+1,192,557
144
$78.6M 0.06%
978,221
+98,729
145
$78.2M 0.06%
1,530,975
+157,566
146
$78M 0.06%
778,967
+24,468
147
$77.7M 0.06%
688,878
+45,100
148
$75.6M 0.06%
749,398
+31,179
149
$73.1M 0.06%
797,277
-18,511
150
$73M 0.06%
1,100,998
+54,053
4 5
6
7 8