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
1726
$171K ﹤0.01%
1,302
+13
1727
$171K ﹤0.01%
25,513
+8,127
1728
$170K ﹤0.01%
1,358
+836
1729
$169K ﹤0.01%
3,968
-1,054
1730
$168K ﹤0.01%
5,562
-1,188
1731
$168K ﹤0.01%
2,064
+104
1732
$168K ﹤0.01%
2,557
+1,557
1733
$168K ﹤0.01%
5,000
-19
1734
$167K ﹤0.01%
1,968
-131
1735
$166K ﹤0.01%
10,682
+6,274
1736
$166K ﹤0.01%
914
+85
1737
$165K ﹤0.01%
2,846
-1,052
1738
$165K ﹤0.01%
1,727
-459
1739
$165K ﹤0.01%
7,227
+885
1740
$165K ﹤0.01%
2,909
-81
1741
$164K ﹤0.01%
7,162
-4,988
1742
$164K ﹤0.01%
627
+15
1743
$164K ﹤0.01%
6,778
+778
1744
$164K ﹤0.01%
6,143
-7,236
1745
$164K ﹤0.01%
2,728
+74
1746
$164K ﹤0.01%
1,976
-5,111
1747
$164K ﹤0.01%
937
-185
1748
$164K ﹤0.01%
930
-105
1749
$164K ﹤0.01%
3,175
-336
1750
$163K ﹤0.01%
12,369
+141
68 69
70
71 72