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
1
$17.6B 14.38%
31,297,509
+768,618
2
$8.73B 7.14%
118,916,992
+1,988,719
3
$6.89B 5.63%
348,092,210
+13,021,873
4
$6.66B 5.44%
114,080,884
+3,403,689
5
$4.08B 3.34%
39,050,599
+923,688
6
$4.08B 3.34%
23,554,043
+396,957
7
$3.71B 3.03%
81,162,777
+7,778,802
8
$3.46B 2.83%
38,017,057
+374,811
9
$3.12B 2.55%
5,570,066
+173,114
10
$3.1B 2.54%
68,520,193
+2,276,593
11
$3.03B 2.48%
59,628,214
+1,840,640
12
$2.58B 2.11%
34,156,332
+1,668,799
13
$2.25B 1.84%
42,290,494
+1,149,097
14
$2.21B 1.8%
20,677,629
+536,413
15
$1.71B 1.4%
34,497,385
+857,098
16
$1.62B 1.32%
6,251,149
+458,676
17
$1.5B 1.23%
3,201,107
+52,234
18
$1.15B 0.94%
2,239,644
+303,314
19
$1.14B 0.93%
11,545,869
+1,116,545
20
$1.06B 0.87%
22,986,670
+1,127,521
21
$987M 0.81%
18,285,595
+773,487
22
$864M 0.71%
9,543,037
+492,425
23
$800M 0.65%
7,588,089
+550,570
24
$789M 0.65%
3,551,206
+84,990
25
$765M 0.63%
6,949,758
-138,442
1
2 3 4 5