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
1901
$109K ﹤0.01%
4,381
-50
1902
$108K ﹤0.01%
50,445
+7,061
1903
$107K ﹤0.01%
4,100
1904
$107K ﹤0.01%
5,338
+100
1905
$107K ﹤0.01%
8,687
-9,363
1906
$105K ﹤0.01%
1,968
-2,339
1907
$105K ﹤0.01%
1,266
-80
1908
$105K ﹤0.01%
3,978
+11
1909
$105K ﹤0.01%
14,343
1910
$105K ﹤0.01%
5,392
+47
1911
$105K ﹤0.01%
4,214
-4,585
1912
$104K ﹤0.01%
5,061
+3,340
1913
$104K ﹤0.01%
5,871
+33
1914
$104K ﹤0.01%
2,567
+350
1915
$103K ﹤0.01%
1,810
-6
1916
$103K ﹤0.01%
642
+176
1917
$102K ﹤0.01%
11,912
+1,863
1918
$102K ﹤0.01%
2,804
-15
1919
$102K ﹤0.01%
3,856
-289
1920
$102K ﹤0.01%
14,847
+11,000
1921
$102K ﹤0.01%
1,450
1922
$101K ﹤0.01%
1,847
-3
1923
$101K ﹤0.01%
2,370
-465
1924
$101K ﹤0.01%
+3,788
1925
$101K ﹤0.01%
1,886
75 76
77
78 79