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
1751
$163K ﹤0.01%
1,263
1752
$163K ﹤0.01%
+3,189
1753
$163K ﹤0.01%
1,969
+5
1754
$162K ﹤0.01%
529
-5
1755
$162K ﹤0.01%
3,313
-383
1756
$162K ﹤0.01%
3,117
-96
1757
$162K ﹤0.01%
1,416
-202
1758
$161K ﹤0.01%
3,387
+814
1759
$160K ﹤0.01%
2,844
+81
1760
$159K ﹤0.01%
258
-107
1761
$158K ﹤0.01%
2,242
+1
1762
$158K ﹤0.01%
4,260
+1,630
1763
$158K ﹤0.01%
6,853
+514
1764
$157K ﹤0.01%
5,267
-2,486
1765
$156K ﹤0.01%
5,300
1766
$156K ﹤0.01%
6,070
+3,000
1767
$156K ﹤0.01%
2,680
-31
1768
$156K ﹤0.01%
3,229
+979
1769
$156K ﹤0.01%
1,845
-1,044
1770
$155K ﹤0.01%
2,985
+1,922
1771
$155K ﹤0.01%
1,081
-205
1772
$155K ﹤0.01%
1,372
+1,025
1773
$155K ﹤0.01%
3,606
-2,265
1774
$155K ﹤0.01%
1,548
-3
1775
$155K ﹤0.01%
1,544
-90
69 70
71
72 73