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
1951
$93.6K ﹤0.01%
1,168
-12
1952
$92K ﹤0.01%
15,948
+257
1953
$92K ﹤0.01%
177
+171
1954
$91.9K ﹤0.01%
1,618
+133
1955
$91.8K ﹤0.01%
5,347
+4
1956
$91.3K ﹤0.01%
452
-262
1957
$91.2K ﹤0.01%
1,830
-270
1958
$91.2K ﹤0.01%
1,203
-1,013
1959
$90.9K ﹤0.01%
7,212
-546
1960
$90.8K ﹤0.01%
7,816
-85,752
1961
$90.5K ﹤0.01%
+3,780
1962
$90.4K ﹤0.01%
2,587
-1,520
1963
$90.3K ﹤0.01%
3,916
1964
$90.2K ﹤0.01%
2,779
1965
$90.1K ﹤0.01%
15,381
-64
1966
$90.1K ﹤0.01%
73
+3
1967
$90.1K ﹤0.01%
2,923
-1,076
1968
$89.5K ﹤0.01%
1,236
-280
1969
$89.3K ﹤0.01%
4,000
1970
$89.3K ﹤0.01%
372
-27
1971
$89.3K ﹤0.01%
1,189
+435
1972
$89.2K ﹤0.01%
2,000
-26
1973
$88.9K ﹤0.01%
3,700
-3
1974
$88.7K ﹤0.01%
+2,802
1975
$88.6K ﹤0.01%
2,570
+173
77 78
79
80 81