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
2851
$6.79K ﹤0.01%
+314
2852
$6.77K ﹤0.01%
773
-130
2853
$6.77K ﹤0.01%
517
2854
$6.77K ﹤0.01%
386
-238
2855
$6.76K ﹤0.01%
1,205
2856
$6.7K ﹤0.01%
107
+3
2857
$6.67K ﹤0.01%
227
-269
2858
$6.65K ﹤0.01%
3,138
+61
2859
$6.65K ﹤0.01%
285
-77
2860
$6.61K ﹤0.01%
+1,666
2861
$6.58K ﹤0.01%
98
2862
$6.57K ﹤0.01%
248
2863
$6.54K ﹤0.01%
43
-148
2864
$6.53K ﹤0.01%
+125
2865
$6.49K ﹤0.01%
2,060
+2,056
2866
$6.44K ﹤0.01%
633
2867
$6.39K ﹤0.01%
229
2868
$6.36K ﹤0.01%
2,079
-9,667
2869
$6.33K ﹤0.01%
+150
2870
$6.3K ﹤0.01%
21
-11
2871
$6.29K ﹤0.01%
+213
2872
$6.25K ﹤0.01%
1,000
2873
$6.22K ﹤0.01%
55
2874
$6.21K ﹤0.01%
+234
2875
$6.2K ﹤0.01%
540