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
176
$62.6M 0.05%
301,932
+203,917
177
$62.5M 0.05%
362,584
+10,374
178
$62.3M 0.05%
282,329
+4,070
179
$62.3M 0.05%
375,768
+16,528
180
$61.8M 0.05%
231,633
+12,535
181
$61.4M 0.05%
16,107
+314
182
$61.1M 0.05%
481,052
-38,124
183
$60.7M 0.05%
225,697
+6,917
184
$60.6M 0.05%
119,310
-24,325
185
$59.7M 0.05%
850,769
-16,508
186
$59.2M 0.05%
593,037
-104,643
187
$59.2M 0.05%
189,598
+95,979
188
$58.6M 0.05%
803,704
+480,750
189
$58.1M 0.05%
1,524,205
+270,053
190
$57.9M 0.05%
116,310
+2,609
191
$57.8M 0.05%
806,548
+32,135
192
$57.3M 0.05%
409,888
+232,647
193
$55.3M 0.05%
332,954
-10,933
194
$54.6M 0.04%
1,386,230
+288,925
195
$54.5M 0.04%
1,977,785
+22,228
196
$54.1M 0.04%
1,326,326
+69,964
197
$53.4M 0.04%
336,313
+187,550
198
$53M 0.04%
138,251
-12,889
199
$52.9M 0.04%
96,925
+4,518
200
$52.7M 0.04%
320,203
+24,462
6 7
8
9 10