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
2251
$40.4K ﹤0.01%
21
+10
2252
$40.3K ﹤0.01%
564
+119
2253
$40.2K ﹤0.01%
586
-39
2254
$40.1K ﹤0.01%
1,134
+34
2255
$40.1K ﹤0.01%
3,000
+2,992
2256
$40K ﹤0.01%
1,108
-42
2257
$40K ﹤0.01%
111
2258
$39.9K ﹤0.01%
1,294
2259
$39.8K ﹤0.01%
406
+222
2260
$39.8K ﹤0.01%
2,674
-215
2261
$39.4K ﹤0.01%
7,836
2262
$39.4K ﹤0.01%
441
-19
2263
$39.3K ﹤0.01%
1,628
+48
2264
$39.3K ﹤0.01%
543
+255
2265
$39K ﹤0.01%
+800
2266
$38.8K ﹤0.01%
367
+200
2267
$38.8K ﹤0.01%
2,262
2268
$38.8K ﹤0.01%
+1,393
2269
$38.5K ﹤0.01%
1,064
+574
2270
$38.5K ﹤0.01%
1,865
+1,365
2271
$37.9K ﹤0.01%
213
2272
$37.9K ﹤0.01%
1,206
-144
2273
$37.8K ﹤0.01%
3,790
+29
2274
$37.7K ﹤0.01%
938
+876
2275
$37.5K ﹤0.01%
744