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
3351
$486 ﹤0.01%
29
3352
$483 ﹤0.01%
+19
3353
$483 ﹤0.01%
+22
3354
$479 ﹤0.01%
64
3355
$477 ﹤0.01%
+43
3356
$477 ﹤0.01%
+103
3357
$470 ﹤0.01%
+37
3358
$458 ﹤0.01%
+1,500
3359
$458 ﹤0.01%
92
3360
$458 ﹤0.01%
141
-10
3361
$457 ﹤0.01%
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3362
$451 ﹤0.01%
40
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3363
$445 ﹤0.01%
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3364
$440 ﹤0.01%
69
-1,984
3365
$433 ﹤0.01%
+8
3366
$430 ﹤0.01%
+3
3367
$429 ﹤0.01%
+30
3368
$424 ﹤0.01%
40
3369
$422 ﹤0.01%
2
3370
$416 ﹤0.01%
+25
3371
$413 ﹤0.01%
+39
3372
$402 ﹤0.01%
+99
3373
$397 ﹤0.01%
270
3374
$388 ﹤0.01%
5
3375
$387 ﹤0.01%
10