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
1926
$100K ﹤0.01%
1,649
-33
1927
$99.6K ﹤0.01%
350
-48
1928
$99.3K ﹤0.01%
3,555
-2,962
1929
$99.1K ﹤0.01%
+1,343
1930
$99.1K ﹤0.01%
5,861
-123
1931
$98.8K ﹤0.01%
1,230
-21
1932
$98.7K ﹤0.01%
1,096
-92
1933
$98.7K ﹤0.01%
2,412
-13
1934
$98.5K ﹤0.01%
976
-501
1935
$98.4K ﹤0.01%
11,944
-31
1936
$98.4K ﹤0.01%
+4,000
1937
$98.3K ﹤0.01%
3,206
-371
1938
$97.9K ﹤0.01%
2,003
+3
1939
$97.6K ﹤0.01%
2,015
+299
1940
$97.5K ﹤0.01%
2,586
1941
$97.2K ﹤0.01%
1,357
-163
1942
$96.5K ﹤0.01%
404
-14
1943
$96.4K ﹤0.01%
966
1944
$95.9K ﹤0.01%
2,918
-63
1945
$95.3K ﹤0.01%
1,536
-8
1946
$95.2K ﹤0.01%
1,529
-229
1947
$94.4K ﹤0.01%
44,547
1948
$94.3K ﹤0.01%
2,086
-161
1949
$94.1K ﹤0.01%
1,275
+11
1950
$93.7K ﹤0.01%
520
-335
76 77
78
79 80