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
1676
$193K ﹤0.01%
1,298
-93
1677
$192K ﹤0.01%
19,315
1678
$192K ﹤0.01%
5,558
-11
1679
$192K ﹤0.01%
1,206
-330
1680
$191K ﹤0.01%
6,789
1681
$191K ﹤0.01%
+1,506
1682
$191K ﹤0.01%
9,052
+1,582
1683
$190K ﹤0.01%
15,884
+9,074
1684
$190K ﹤0.01%
6,242
1685
$189K ﹤0.01%
7,949
-26,362
1686
$189K ﹤0.01%
21,874
+2,217
1687
$188K ﹤0.01%
11,422
1688
$188K ﹤0.01%
9,934
-5,248
1689
$188K ﹤0.01%
2,334
-60
1690
$187K ﹤0.01%
4,383
+1,465
1691
$186K ﹤0.01%
2,844
+521
1692
$186K ﹤0.01%
8,025
1693
$186K ﹤0.01%
12,902
+406
1694
$186K ﹤0.01%
5,500
1695
$186K ﹤0.01%
5,723
-535
1696
$185K ﹤0.01%
12,759
-1,717
1697
$185K ﹤0.01%
1,476
-413
1698
$184K ﹤0.01%
7,303
-1,100
1699
$184K ﹤0.01%
1,959
+491
1700
$184K ﹤0.01%
139
-48
66 67
68
69 70