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
1776
$154K ﹤0.01%
2,006
+105
1777
$153K ﹤0.01%
3,729
+2,189
1778
$152K ﹤0.01%
2,799
+1,318
1779
$152K ﹤0.01%
4,261
+284
1780
$151K ﹤0.01%
800
+10
1781
$150K ﹤0.01%
56,440
+4,030
1782
$149K ﹤0.01%
+7,635
1783
$149K ﹤0.01%
4,577
-178
1784
$149K ﹤0.01%
12,750
-1,000
1785
$148K ﹤0.01%
12,265
+196
1786
$148K ﹤0.01%
12,574
+160
1787
$147K ﹤0.01%
5,172
+3,194
1788
$147K ﹤0.01%
14,876
+301
1789
$146K ﹤0.01%
6,903
-4,686
1790
$146K ﹤0.01%
2,727
-168
1791
$146K ﹤0.01%
+855
1792
$146K ﹤0.01%
+3,647
1793
$145K ﹤0.01%
3,051
+51
1794
$145K ﹤0.01%
9,980
+300
1795
$144K ﹤0.01%
4,407
+205
1796
$144K ﹤0.01%
1,664
+969
1797
$144K ﹤0.01%
1,942
-13
1798
$143K ﹤0.01%
3,087
+187
1799
$143K ﹤0.01%
1,018
-12
1800
$142K ﹤0.01%
5,183
+59
70 71
72
73 74