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
2326
$32.4K ﹤0.01%
630
-26
2327
$32.4K ﹤0.01%
+6,357
2328
$32.3K ﹤0.01%
1,962
2329
$32.2K ﹤0.01%
7,371
-1,762
2330
$32.1K ﹤0.01%
2,268
-5
2331
$32K ﹤0.01%
1,177
+3
2332
$31.9K ﹤0.01%
+1,258
2333
$31.7K ﹤0.01%
+1,049
2334
$31.7K ﹤0.01%
400
+304
2335
$31.6K ﹤0.01%
277
+60
2336
$31.5K ﹤0.01%
+1,031
2337
$31.5K ﹤0.01%
+1,168
2338
$31.4K ﹤0.01%
90
-109
2339
$31.4K ﹤0.01%
+1,310
2340
$31.2K ﹤0.01%
838
-4
2341
$31.2K ﹤0.01%
700
2342
$31.2K ﹤0.01%
458
+307
2343
$31.2K ﹤0.01%
712
2344
$31.2K ﹤0.01%
892
+836
2345
$31.1K ﹤0.01%
1,602
-2
2346
$31K ﹤0.01%
532
+57
2347
$30.9K ﹤0.01%
620
-232
2348
$30.5K ﹤0.01%
1,017
+417
2349
$30.4K ﹤0.01%
1,356
2350
$30.3K ﹤0.01%
+523