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
2026
$78.2K ﹤0.01%
1,619
+159
2027
$77.9K ﹤0.01%
929
-140
2028
$76.9K ﹤0.01%
869
+15
2029
$76.8K ﹤0.01%
556
+129
2030
$76.7K ﹤0.01%
603
-32
2031
$76.7K ﹤0.01%
76,706
2032
$76.3K ﹤0.01%
1,454
+1,029
2033
$76K ﹤0.01%
1,749
-48
2034
$76K ﹤0.01%
1,626
+406
2035
$75.7K ﹤0.01%
+2,513
2036
$75.7K ﹤0.01%
2,500
2037
$75.6K ﹤0.01%
1,000
2038
$75.2K ﹤0.01%
2,349
-1,871
2039
$75.1K ﹤0.01%
4,937
+1,155
2040
$74.7K ﹤0.01%
869
+116
2041
$74.3K ﹤0.01%
317
-254
2042
$74.3K ﹤0.01%
2,344
-2,395
2043
$74K ﹤0.01%
1,453
2044
$73.8K ﹤0.01%
2,158
2045
$73.7K ﹤0.01%
3,729
+3,516
2046
$73.6K ﹤0.01%
12,000
2047
$73.2K ﹤0.01%
690
-58
2048
$72.7K ﹤0.01%
329
+67
2049
$72.6K ﹤0.01%
1,809
+385
2050
$72.5K ﹤0.01%
960
-731
80 81
82
83 84