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
2526
$19.3K ﹤0.01%
600
-15
2527
$18.7K ﹤0.01%
1,578
+576
2528
$18.7K ﹤0.01%
394
-26
2529
$18.6K ﹤0.01%
500
2530
$18.6K ﹤0.01%
+1,522
2531
$18.6K ﹤0.01%
795
2532
$18.5K ﹤0.01%
159
-21
2533
$18.4K ﹤0.01%
162
-60
2534
$18.4K ﹤0.01%
+490
2535
$18.4K ﹤0.01%
1,370
2536
$18.4K ﹤0.01%
+497
2537
$18.3K ﹤0.01%
2,023
+169
2538
$18.3K ﹤0.01%
240
+223
2539
$18.2K ﹤0.01%
+192
2540
$18.1K ﹤0.01%
598
-1,808
2541
$18.1K ﹤0.01%
991
2542
$18K ﹤0.01%
259
2543
$17.9K ﹤0.01%
+597
2544
$17.9K ﹤0.01%
1,631
2545
$17.8K ﹤0.01%
182
-268
2546
$17.8K ﹤0.01%
300
-78
2547
$17.8K ﹤0.01%
+373
2548
$17.7K ﹤0.01%
648
+548
2549
$17.7K ﹤0.01%
539
+14
2550
$17.6K ﹤0.01%
301