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
2476
$21.3K ﹤0.01%
1,815
+221
2477
$21.3K ﹤0.01%
1,500
2478
$21.3K ﹤0.01%
1,000
2479
$21.3K ﹤0.01%
920
+325
2480
$21.2K ﹤0.01%
482
-346
2481
$21.2K ﹤0.01%
500
2482
$21.2K ﹤0.01%
+3,125
2483
$21.1K ﹤0.01%
181
-91
2484
$21.1K ﹤0.01%
+764
2485
$21K ﹤0.01%
200
2486
$21K ﹤0.01%
1,500
2487
$20.9K ﹤0.01%
307
+159
2488
$20.9K ﹤0.01%
439
+430
2489
$20.8K ﹤0.01%
271
2490
$20.8K ﹤0.01%
1,500
2491
$20.7K ﹤0.01%
273
2492
$20.7K ﹤0.01%
2,526
+80
2493
$20.7K ﹤0.01%
169
-3
2494
$20.6K ﹤0.01%
65
-57
2495
$20.6K ﹤0.01%
289
+162
2496
$20.6K ﹤0.01%
2,171
2497
$20.6K ﹤0.01%
1,639
-321
2498
$20.4K ﹤0.01%
319
+144
2499
$20.3K ﹤0.01%
173
2500
$20.2K ﹤0.01%
511