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
1476
$324K ﹤0.01%
39,244
+2,100
1477
$323K ﹤0.01%
5,976
-1,468
1478
$323K ﹤0.01%
9,105
+7,042
1479
$322K ﹤0.01%
3,259
-1
1480
$321K ﹤0.01%
5,176
-60
1481
$321K ﹤0.01%
10,599
+987
1482
$321K ﹤0.01%
22,516
+4,845
1483
$321K ﹤0.01%
2,006
-221
1484
$321K ﹤0.01%
39,033
+8,326
1485
$320K ﹤0.01%
5,994
-15,600
1486
$320K ﹤0.01%
7,766
+807
1487
$318K ﹤0.01%
2,540
-3,868
1488
$318K ﹤0.01%
5,224
+2,147
1489
$318K ﹤0.01%
5,634
-501
1490
$317K ﹤0.01%
+13,735
1491
$317K ﹤0.01%
10,932
-13,691
1492
$316K ﹤0.01%
8,025
-40
1493
$311K ﹤0.01%
3,124
-3,599
1494
$310K ﹤0.01%
5,823
+1,123
1495
$309K ﹤0.01%
2,642
-23
1496
$309K ﹤0.01%
1,270
-60
1497
$308K ﹤0.01%
29,943
+4,458
1498
$308K ﹤0.01%
1,781
-846
1499
$306K ﹤0.01%
2,370
-13
1500
$302K ﹤0.01%
6,978
+628
58 59
60
61 62