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
1801
$142K ﹤0.01%
525
+49
1802
$142K ﹤0.01%
3,562
+1,718
1803
$140K ﹤0.01%
2,009
+114
1804
$140K ﹤0.01%
2,128
+30
1805
$140K ﹤0.01%
867
-246
1806
$140K ﹤0.01%
+3,006
1807
$140K ﹤0.01%
709
+445
1808
$139K ﹤0.01%
4,753
-310
1809
$139K ﹤0.01%
1,323
+147
1810
$138K ﹤0.01%
2,714
-4,385
1811
$138K ﹤0.01%
9,913
+2,513
1812
$137K ﹤0.01%
18,538
-392
1813
$137K ﹤0.01%
+4,096
1814
$137K ﹤0.01%
4,171
-3,128
1815
$136K ﹤0.01%
4,369
-86,594
1816
$136K ﹤0.01%
1,877
-211
1817
$136K ﹤0.01%
7,864
1818
$135K ﹤0.01%
16,513
+667
1819
$135K ﹤0.01%
3,102
+2,508
1820
$135K ﹤0.01%
1,646
-543
1821
$135K ﹤0.01%
13,780
1822
$135K ﹤0.01%
1,334
+18
1823
$134K ﹤0.01%
+5,574
1824
$134K ﹤0.01%
5,290
+2,722
1825
$133K ﹤0.01%
4,381
-804
71 72
73
74 75