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
1701
$184K ﹤0.01%
2,419
-10
1702
$182K ﹤0.01%
4,434
-6,236
1703
$181K ﹤0.01%
4,287
+474
1704
$181K ﹤0.01%
18,675
+1,607
1705
$181K ﹤0.01%
6,460
+915
1706
$180K ﹤0.01%
4,691
+1,135
1707
$180K ﹤0.01%
686
-114
1708
$180K ﹤0.01%
16,787
-1
1709
$180K ﹤0.01%
17,674
1710
$180K ﹤0.01%
6,029
+1,079
1711
$178K ﹤0.01%
379
+48
1712
$178K ﹤0.01%
13,230
+203
1713
$178K ﹤0.01%
8,753
+2,898
1714
$177K ﹤0.01%
2,363
-160
1715
$177K ﹤0.01%
3,038
-24
1716
$176K ﹤0.01%
2,846
-582
1717
$175K ﹤0.01%
476
+26
1718
$174K ﹤0.01%
6,995
-177
1719
$174K ﹤0.01%
7,696
+17
1720
$173K ﹤0.01%
16,939
+3,788
1721
$173K ﹤0.01%
21,271
+20
1722
$173K ﹤0.01%
2,105
1723
$173K ﹤0.01%
4,062
+379
1724
$172K ﹤0.01%
1,603
+307
1725
$172K ﹤0.01%
5,079
+203
67 68
69
70 71