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
1526
$286K ﹤0.01%
2,603
+2,600
1527
$285K ﹤0.01%
3,413
+1,321
1528
$285K ﹤0.01%
8,219
1529
$284K ﹤0.01%
9,580
-54
1530
$282K ﹤0.01%
3,256
-338
1531
$282K ﹤0.01%
97,188
-16,234
1532
$282K ﹤0.01%
12,812
-430
1533
$281K ﹤0.01%
807
-69
1534
$281K ﹤0.01%
8,535
+2,639
1535
$280K ﹤0.01%
7,737
+81
1536
$278K ﹤0.01%
3,021
+3,018
1537
$278K ﹤0.01%
4,635
-275
1538
$277K ﹤0.01%
11,875
+521
1539
$275K ﹤0.01%
5,166
+2,188
1540
$274K ﹤0.01%
23,869
1541
$273K ﹤0.01%
12,334
+3,554
1542
$272K ﹤0.01%
16,250
+674
1543
$272K ﹤0.01%
35,000
1544
$271K ﹤0.01%
61,370
1545
$270K ﹤0.01%
4,138
+1,675
1546
$270K ﹤0.01%
5,737
-814
1547
$270K ﹤0.01%
26,500
-21,880
1548
$269K ﹤0.01%
8,111
-4,149
1549
$269K ﹤0.01%
2,194
-56
1550
$268K ﹤0.01%
8,283
+75
60 61
62
63 64