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
151
$72.6M 0.06%
610,862
+50,360
152
$72.5M 0.06%
219,712
+4,260
153
$72.1M 0.06%
821,816
+26,318
154
$71.4M 0.06%
414,427
+109,884
155
$71.1M 0.06%
1,263,294
+158,977
156
$70.8M 0.06%
591,070
-6,816
157
$70.6M 0.06%
1,500,254
+641,309
158
$70.2M 0.06%
1,736,189
-175
159
$69.7M 0.06%
2,654,098
+1,062,229
160
$69.7M 0.06%
408,291
-61,981
161
$69.3M 0.06%
267,288
+37,406
162
$69.1M 0.06%
1,172,458
-40,000
163
$68.9M 0.06%
873,229
+78,973
164
$68.8M 0.06%
1,823,163
+50,644
165
$68.6M 0.06%
472,860
+27,607
166
$67.1M 0.05%
1,545,431
-9,922
167
$65.7M 0.05%
639,200
-291,246
168
$65.7M 0.05%
1,724,187
+352,062
169
$65.5M 0.05%
201,351
+10,868
170
$65.2M 0.05%
652,002
-45,548
171
$65.1M 0.05%
149,709
+8,421
172
$64.8M 0.05%
560,266
-56,036
173
$63.2M 0.05%
571,849
-913,664
174
$63.2M 0.05%
1,234,174
+105,784
175
$62.7M 0.05%
336,371
+20,516
5 6
7
8 9