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
2576
$15.9K ﹤0.01%
500
2577
$15.8K ﹤0.01%
421
+171
2578
$15.8K ﹤0.01%
221
+164
2579
$15.8K ﹤0.01%
200
2580
$15.7K ﹤0.01%
207
2581
$15.6K ﹤0.01%
+736
2582
$15.5K ﹤0.01%
220
+130
2583
$15.5K ﹤0.01%
261
+89
2584
$15.5K ﹤0.01%
5,953
2585
$15.5K ﹤0.01%
1,073
-1,000
2586
$15.5K ﹤0.01%
+215
2587
$15.4K ﹤0.01%
824
+325
2588
$15.3K ﹤0.01%
625
-2,560
2589
$15.3K ﹤0.01%
+2,789
2590
$15.2K ﹤0.01%
1,075
-19
2591
$15.1K ﹤0.01%
449
+1
2592
$15.1K ﹤0.01%
598
-112
2593
$15.1K ﹤0.01%
1,000
-6,211
2594
$15.1K ﹤0.01%
243
+90
2595
$15.1K ﹤0.01%
+156
2596
$14.9K ﹤0.01%
300
+293
2597
$14.9K ﹤0.01%
1,492
+33
2598
$14.9K ﹤0.01%
456
2599
$14.8K ﹤0.01%
+500
2600
$14.8K ﹤0.01%
+500