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
201
$52.3M 0.04%
249,714
+755
202
$51.9M 0.04%
726,769
+88,738
203
$51.8M 0.04%
65,013
+48,698
204
$51.7M 0.04%
271,408
-3,611
205
$51.7M 0.04%
754,700
+45,301
206
$51.5M 0.04%
883,469
-41,088
207
$51.3M 0.04%
420,313
+8,879
208
$51.2M 0.04%
487,382
+20,569
209
$50.5M 0.04%
107,505
+1,567
210
$50.1M 0.04%
418,997
+134,594
211
$50M 0.04%
1,493,516
+415,096
212
$49.9M 0.04%
1,973,666
+638,360
213
$49.5M 0.04%
680,572
+51,862
214
$49.5M 0.04%
72,743
+1,181
215
$49.4M 0.04%
244,641
+7,878
216
$49.4M 0.04%
209,022
+2,519
217
$49.1M 0.04%
531,103
+339,979
218
$49M 0.04%
537,739
+332,712
219
$48.9M 0.04%
806,283
+7,588
220
$48.5M 0.04%
436,941
+32,638
221
$48.3M 0.04%
518,280
+25,000
222
$48M 0.04%
486,406
+27,774
223
$47.6M 0.04%
690,832
+31,153
224
$47.6M 0.04%
1,237,203
+81,481
225
$47.5M 0.04%
353,902
-31,845
7 8
9
10 11