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
1851
$126K ﹤0.01%
13,382
1852
$125K ﹤0.01%
8,134
+49
1853
$125K ﹤0.01%
5,911
+720
1854
$124K ﹤0.01%
5,860
-232
1855
$124K ﹤0.01%
737
+78
1856
$123K ﹤0.01%
2,153
-75
1857
$123K ﹤0.01%
1,764
+280
1858
$122K ﹤0.01%
1,458
-413
1859
$121K ﹤0.01%
2,003
+1,111
1860
$120K ﹤0.01%
3,456
+187
1861
$120K ﹤0.01%
4,918
+493
1862
$119K ﹤0.01%
6,145
-7,870
1863
$118K ﹤0.01%
2,040
+1,069
1864
$118K ﹤0.01%
+4,667
1865
$118K ﹤0.01%
618
+64
1866
$118K ﹤0.01%
2,370
-71
1867
$117K ﹤0.01%
1,363
+103
1868
$117K ﹤0.01%
1,879
+586
1869
$117K ﹤0.01%
4,523
+928
1870
$117K ﹤0.01%
803
1871
$117K ﹤0.01%
16,489
1872
$117K ﹤0.01%
5,766
-903
1873
$116K ﹤0.01%
9,838
+142
1874
$116K ﹤0.01%
2,317
-292
1875
$115K ﹤0.01%
2,039
-977
73 74
75
76 77