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
2001
$82.9K ﹤0.01%
1,418
+1,074
2002
$82.7K ﹤0.01%
2,124
2003
$82.5K ﹤0.01%
14,710
-4,024
2004
$82.5K ﹤0.01%
452
-301
2005
$82K ﹤0.01%
5,500
2006
$81.9K ﹤0.01%
+1,531
2007
$81.6K ﹤0.01%
1,766
+1,249
2008
$81.4K ﹤0.01%
516
+288
2009
$81.4K ﹤0.01%
1,048
-16
2010
$80.7K ﹤0.01%
613
+145
2011
$80.7K ﹤0.01%
1,759
+208
2012
$80.6K ﹤0.01%
1,032
-32
2013
$80.4K ﹤0.01%
2,299
+83
2014
$80.4K ﹤0.01%
1,522
-117
2015
$80.4K ﹤0.01%
7,403
2016
$80.3K ﹤0.01%
4,260
+2,760
2017
$80.1K ﹤0.01%
2,561
+1,093
2018
$80.1K ﹤0.01%
7,803
2019
$80K ﹤0.01%
2,175
-104
2020
$79.7K ﹤0.01%
1,354
2021
$79.5K ﹤0.01%
1,500
+1,136
2022
$79.3K ﹤0.01%
16,462
+7,211
2023
$79.1K ﹤0.01%
58,613
-8,337
2024
$78.8K ﹤0.01%
5,025
-468
2025
$78.6K ﹤0.01%
2,311
+1,132
79 80
81
82 83