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
1826
$133K ﹤0.01%
2,308
-1,167
1827
$132K ﹤0.01%
21,768
1828
$132K ﹤0.01%
4,725
-789
1829
$132K ﹤0.01%
585
1830
$132K ﹤0.01%
2,879
+372
1831
$132K ﹤0.01%
5,277
1832
$131K ﹤0.01%
5,970
-2,032
1833
$131K ﹤0.01%
951
-894
1834
$131K ﹤0.01%
1,649
-13
1835
$130K ﹤0.01%
+1,228
1836
$129K ﹤0.01%
109
-8
1837
$129K ﹤0.01%
913
-9
1838
$128K ﹤0.01%
2,513
-230
1839
$128K ﹤0.01%
2,720
+1,191
1840
$128K ﹤0.01%
14,871
-12,698
1841
$127K ﹤0.01%
6,581
+829
1842
$127K ﹤0.01%
2,688
-198
1843
$127K ﹤0.01%
1,947
+1,233
1844
$127K ﹤0.01%
3,534
+133
1845
$126K ﹤0.01%
225
-1,304
1846
$126K ﹤0.01%
4,541
-4,861
1847
$126K ﹤0.01%
+2,945
1848
$126K ﹤0.01%
340
-111
1849
$126K ﹤0.01%
3,148
+2,548
1850
$126K ﹤0.01%
412
+30
72 73
74
75 76