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
1501
$301K ﹤0.01%
5,819
+815
1502
$301K ﹤0.01%
5,880
+2,740
1503
$300K ﹤0.01%
1,799
+385
1504
$299K ﹤0.01%
1,671
-3,272
1505
$299K ﹤0.01%
2,145
+1,287
1506
$299K ﹤0.01%
9,552
-8,209
1507
$297K ﹤0.01%
4,176
+462
1508
$296K ﹤0.01%
6,717
-175
1509
$296K ﹤0.01%
1,880
+400
1510
$296K ﹤0.01%
14,126
-12,062
1511
$294K ﹤0.01%
26,365
1512
$294K ﹤0.01%
2,942
+44
1513
$293K ﹤0.01%
3,793
+28
1514
$293K ﹤0.01%
2,818
-184
1515
$293K ﹤0.01%
5,501
-479
1516
$293K ﹤0.01%
5,989
+1,614
1517
$292K ﹤0.01%
7,173
-2,530
1518
$290K ﹤0.01%
62,125
+8,358
1519
$289K ﹤0.01%
9,399
+2,798
1520
$289K ﹤0.01%
5,096
-460
1521
$288K ﹤0.01%
21,480
+800
1522
$288K ﹤0.01%
4,533
+3,694
1523
$287K ﹤0.01%
12,695
+138
1524
$287K ﹤0.01%
48,211
+3,199
1525
$286K ﹤0.01%
4,182
+3,895
59 60
61
62 63