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
2726
$10.1K ﹤0.01%
59
+10
2727
$10.1K ﹤0.01%
63
+55
2728
$9.99K ﹤0.01%
262
2729
$9.94K ﹤0.01%
+266
2730
$9.94K ﹤0.01%
329
+296
2731
$9.92K ﹤0.01%
278
-414
2732
$9.9K ﹤0.01%
146
+136
2733
$9.82K ﹤0.01%
+98
2734
$9.81K ﹤0.01%
100
2735
$9.8K ﹤0.01%
146
+6
2736
$9.79K ﹤0.01%
259
-17
2737
$9.77K ﹤0.01%
79
+15
2738
$9.75K ﹤0.01%
758
+39
2739
$9.74K ﹤0.01%
703
+237
2740
$9.73K ﹤0.01%
363
+61
2741
$9.71K ﹤0.01%
+344
2742
$9.7K ﹤0.01%
+2,000
2743
$9.69K ﹤0.01%
166
+158
2744
$9.69K ﹤0.01%
+230
2745
$9.66K ﹤0.01%
+229
2746
$9.63K ﹤0.01%
+490
2747
$9.62K ﹤0.01%
256
+38
2748
$9.61K ﹤0.01%
+159
2749
$9.6K ﹤0.01%
263
+58
2750
$9.59K ﹤0.01%
2,880
+906