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
2401
$26.8K ﹤0.01%
+721
2402
$26.8K ﹤0.01%
6,493
+862
2403
$26.7K ﹤0.01%
897
+137
2404
$26.4K ﹤0.01%
8,931
+4,715
2405
$26.3K ﹤0.01%
435
+377
2406
$26.2K ﹤0.01%
+625
2407
$26.2K ﹤0.01%
2,000
2408
$26K ﹤0.01%
1,281
+990
2409
$25.8K ﹤0.01%
2,243
+38
2410
$25.6K ﹤0.01%
1,444
+27
2411
$25.5K ﹤0.01%
11,303
2412
$25.5K ﹤0.01%
1,119
+1,025
2413
$25.4K ﹤0.01%
288
+131
2414
$25.3K ﹤0.01%
+631
2415
$25.3K ﹤0.01%
152
2416
$25.1K ﹤0.01%
1,036
+394
2417
$25.1K ﹤0.01%
3,000
2418
$25.1K ﹤0.01%
9,258
-12
2419
$25.1K ﹤0.01%
1,550
+51
2420
$25K ﹤0.01%
20,000
2421
$25K ﹤0.01%
786
2422
$24.9K ﹤0.01%
867
+866
2423
$24.8K ﹤0.01%
1,530
2424
$24.7K ﹤0.01%
279
-8
2425
$24.6K ﹤0.01%
2,949
95 96
97
98 99