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
1601
$234K ﹤0.01%
11,154
+1,132
1602
$234K ﹤0.01%
6,873
+2,949
1603
$234K ﹤0.01%
37,376
+1,175
1604
$234K ﹤0.01%
3,161
+410
1605
$233K ﹤0.01%
5,252
1606
$232K ﹤0.01%
9,517
+143
1607
$232K ﹤0.01%
1,178
1608
$231K ﹤0.01%
3,410
-312
1609
$231K ﹤0.01%
2,339
+841
1610
$230K ﹤0.01%
3,696
-539
1611
$230K ﹤0.01%
2,207
+349
1612
$228K ﹤0.01%
11,122
1613
$228K ﹤0.01%
11,203
1614
$228K ﹤0.01%
9,122
-863,147
1615
$228K ﹤0.01%
12,097
-2,744
1616
$228K ﹤0.01%
21,313
+9,535
1617
$227K ﹤0.01%
4,518
-663
1618
$227K ﹤0.01%
14,797
+444
1619
$223K ﹤0.01%
4,549
+3,929
1620
$223K ﹤0.01%
11,171
+538
1621
$222K ﹤0.01%
4,102
+1,219
1622
$222K ﹤0.01%
4,476
+170
1623
$222K ﹤0.01%
8,678
+1,750
1624
$221K ﹤0.01%
3,312
+600
1625
$221K ﹤0.01%
2,146
-576
63 64
65
66 67