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
1576
$248K ﹤0.01%
770
-581
1577
$248K ﹤0.01%
4,188
+353
1578
$247K ﹤0.01%
3,010
-255
1579
$247K ﹤0.01%
3,416
-209
1580
$246K ﹤0.01%
7,442
-422
1581
$245K ﹤0.01%
132
+1
1582
$245K ﹤0.01%
4,580
-75
1583
$244K ﹤0.01%
11,506
+6
1584
$244K ﹤0.01%
2,918
+311
1585
$244K ﹤0.01%
14,944
+1,756
1586
$244K ﹤0.01%
23,449
-4,588
1587
$243K ﹤0.01%
3,617
-19
1588
$243K ﹤0.01%
1,620
+44
1589
$242K ﹤0.01%
3,808
+948
1590
$241K ﹤0.01%
7,420
-8,000
1591
$240K ﹤0.01%
5,940
-199
1592
$240K ﹤0.01%
5,074
+3,278
1593
$240K ﹤0.01%
+1,200
1594
$239K ﹤0.01%
22,357
1595
$237K ﹤0.01%
7,625
+1,151
1596
$237K ﹤0.01%
+7,662
1597
$237K ﹤0.01%
+5,151
1598
$237K ﹤0.01%
27,986
+2,571
1599
$236K ﹤0.01%
8,832
-3,166
1600
$235K ﹤0.01%
24,223
+1
62 63
64
65 66