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
1551
$268K ﹤0.01%
748
1552
$268K ﹤0.01%
795
-2,885
1553
$266K ﹤0.01%
5,275
-938
1554
$264K ﹤0.01%
28,292
-458
1555
$263K ﹤0.01%
57,847
1556
$261K ﹤0.01%
12,127
-1,126
1557
$260K ﹤0.01%
8,846
+506
1558
$260K ﹤0.01%
5,338
-1,085
1559
$259K ﹤0.01%
9,724
+90
1560
$258K ﹤0.01%
6,755
+78
1561
$258K ﹤0.01%
3,934
+836
1562
$258K ﹤0.01%
29,638
-96
1563
$256K ﹤0.01%
826
+572
1564
$256K ﹤0.01%
5,565
+885
1565
$256K ﹤0.01%
1,223
+60
1566
$256K ﹤0.01%
17,903
+4,017
1567
$255K ﹤0.01%
1,669
-63
1568
$254K ﹤0.01%
2,347
+800
1569
$254K ﹤0.01%
7,585
+1,604
1570
$253K ﹤0.01%
48,003
+10,508
1571
$253K ﹤0.01%
1,497
-533
1572
$252K ﹤0.01%
14,634
1573
$251K ﹤0.01%
1,112
+927
1574
$249K ﹤0.01%
781
-277
1575
$249K ﹤0.01%
2,033
-2,109
61 62
63
64 65