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
1876
$115K ﹤0.01%
358
-30
1877
$115K ﹤0.01%
3,866
+325
1878
$115K ﹤0.01%
373
+30
1879
$115K ﹤0.01%
12,741
+97
1880
$115K ﹤0.01%
1,482
+1,450
1881
$115K ﹤0.01%
1,753
-58
1882
$114K ﹤0.01%
13,251
+1,141
1883
$114K ﹤0.01%
1,943
-118
1884
$113K ﹤0.01%
25,025
+3,465
1885
$113K ﹤0.01%
9,561
-122
1886
$113K ﹤0.01%
4,231
+1,389
1887
$113K ﹤0.01%
2,612
+2,471
1888
$113K ﹤0.01%
12,205
+2,956
1889
$112K ﹤0.01%
17,064
1890
$112K ﹤0.01%
1,165
-89
1891
$112K ﹤0.01%
4,477
+3,227
1892
$112K ﹤0.01%
532
+262
1893
$112K ﹤0.01%
198
+23
1894
$112K ﹤0.01%
3,204
-1,864
1895
$111K ﹤0.01%
4,033
+383
1896
$111K ﹤0.01%
3,506
1897
$110K ﹤0.01%
2,586
+3
1898
$110K ﹤0.01%
993
-260
1899
$110K ﹤0.01%
8,816
+524
1900
$109K ﹤0.01%
50,346
74 75
76
77 78