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
1651
$205K ﹤0.01%
9,071
-4,619
1652
$204K ﹤0.01%
10,574
-488
1653
$203K ﹤0.01%
10,312
+277
1654
$203K ﹤0.01%
+13,425
1655
$203K ﹤0.01%
3,076
-2,977
1656
$203K ﹤0.01%
5,016
+1,477
1657
$201K ﹤0.01%
1,597
+1,463
1658
$201K ﹤0.01%
2,121
-650
1659
$201K ﹤0.01%
1,273
-1,052
1660
$201K ﹤0.01%
3,036
+1,099
1661
$201K ﹤0.01%
7,957
+7
1662
$201K ﹤0.01%
913
+153
1663
$201K ﹤0.01%
4,842
-20
1664
$200K ﹤0.01%
51,125
+29,947
1665
$200K ﹤0.01%
7,551
-1,856
1666
$199K ﹤0.01%
4,365
-198
1667
$199K ﹤0.01%
5,303
-375
1668
$198K ﹤0.01%
5,132
-337
1669
$198K ﹤0.01%
+6,575
1670
$197K ﹤0.01%
5,164
+1,888
1671
$195K ﹤0.01%
3,048
-2
1672
$195K ﹤0.01%
1,352
-3
1673
$195K ﹤0.01%
7,202
-196
1674
$194K ﹤0.01%
5,804
+4
1675
$194K ﹤0.01%
4,100
+2,083
65 66
67
68 69