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
2351
$30.2K ﹤0.01%
+1,890
2352
$30.1K ﹤0.01%
2,339
+232
2353
$30K ﹤0.01%
611
2354
$29.9K ﹤0.01%
826
2355
$29.9K ﹤0.01%
+976
2356
$29.6K ﹤0.01%
1,000
2357
$29.4K ﹤0.01%
+581
2358
$29.3K ﹤0.01%
4,733
-5,950
2359
$29.2K ﹤0.01%
1,392
-277
2360
$29.2K ﹤0.01%
3,500
2361
$29.1K ﹤0.01%
+654
2362
$29.1K ﹤0.01%
785
+6
2363
$29.1K ﹤0.01%
501
+121
2364
$28.9K ﹤0.01%
1,194
+630
2365
$28.8K ﹤0.01%
670
-10
2366
$28.8K ﹤0.01%
549
-1,332
2367
$28.7K ﹤0.01%
255
2368
$28.7K ﹤0.01%
3,250
2369
$28.7K ﹤0.01%
678
+650
2370
$28.7K ﹤0.01%
1,109
-134
2371
$28.5K ﹤0.01%
+1,785
2372
$28.4K ﹤0.01%
249
2373
$28.4K ﹤0.01%
1,197
+622
2374
$28.3K ﹤0.01%
2,213
2375
$28.3K ﹤0.01%
443
+130