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
1626
$220K ﹤0.01%
11,239
-10,437
1627
$219K ﹤0.01%
20,299
+11,705
1628
$219K ﹤0.01%
4,703
+461
1629
$217K ﹤0.01%
29,228
+16,622
1630
$215K ﹤0.01%
3,753
-107
1631
$215K ﹤0.01%
6,975
+3,278
1632
$215K ﹤0.01%
2,281
-1,318
1633
$215K ﹤0.01%
2,348
-396
1634
$214K ﹤0.01%
13,799
-12,850
1635
$213K ﹤0.01%
6,449
-1,226
1636
$213K ﹤0.01%
12,379
-13,744
1637
$212K ﹤0.01%
3,866
-130
1638
$212K ﹤0.01%
10,503
+2,962
1639
$211K ﹤0.01%
976
+183
1640
$211K ﹤0.01%
8,510
+3,868
1641
$209K ﹤0.01%
1,634
1642
$209K ﹤0.01%
3,890
1643
$209K ﹤0.01%
877
+14
1644
$209K ﹤0.01%
5,076
-1,668
1645
$209K ﹤0.01%
2,914
+450
1646
$208K ﹤0.01%
15,271
-884
1647
$207K ﹤0.01%
3,043
+53
1648
$206K ﹤0.01%
1,537
+26
1649
$205K ﹤0.01%
87,965
-76,308
1650
$205K ﹤0.01%
4,735
-11
64 65
66
67 68