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
1976
$88.3K ﹤0.01%
3,809
+1,223
1977
$88.2K ﹤0.01%
7,269
+1,864
1978
$88K ﹤0.01%
988
+210
1979
$88K ﹤0.01%
4,476
+434
1980
$87.6K ﹤0.01%
+4,379
1981
$87.5K ﹤0.01%
2,537
1982
$87.4K ﹤0.01%
3,218
+3,190
1983
$87.2K ﹤0.01%
2,207
-172
1984
$87.2K ﹤0.01%
1,172
1985
$86.9K ﹤0.01%
10,568
+4,678
1986
$86.1K ﹤0.01%
7,484
1987
$85.9K ﹤0.01%
1,318
+341
1988
$85.8K ﹤0.01%
2,470
1989
$85.7K ﹤0.01%
2,888
+335
1990
$85.6K ﹤0.01%
766
-172
1991
$85.4K ﹤0.01%
1,074
+3
1992
$84.8K ﹤0.01%
6,016
+6,010
1993
$84.6K ﹤0.01%
637
-610
1994
$84.3K ﹤0.01%
4,301
+2,715
1995
$83.9K ﹤0.01%
1,389
-14,645
1996
$83.7K ﹤0.01%
1,024
+698
1997
$83.3K ﹤0.01%
1,961
+83
1998
$83.2K ﹤0.01%
2,644
1999
$83.2K ﹤0.01%
+3,472
2000
$83.1K ﹤0.01%
3,688
+559
78 79
80
81 82