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
2376
$28.3K ﹤0.01%
+40,000
2377
$28.2K ﹤0.01%
+883
2378
$28.1K ﹤0.01%
2,446
-32
2379
$27.9K ﹤0.01%
3,331
-250
2380
$27.8K ﹤0.01%
553
-1,733
2381
$27.8K ﹤0.01%
365
+265
2382
$27.8K ﹤0.01%
737
2383
$27.8K ﹤0.01%
425
2384
$27.8K ﹤0.01%
170
+66
2385
$27.8K ﹤0.01%
659
+577
2386
$27.7K ﹤0.01%
464
-138
2387
$27.6K ﹤0.01%
125
-7
2388
$27.6K ﹤0.01%
1,701
+1,263
2389
$27.5K ﹤0.01%
260
2390
$27.4K ﹤0.01%
+1,035
2391
$27.4K ﹤0.01%
737
+318
2392
$27.3K ﹤0.01%
+15,441
2393
$27.3K ﹤0.01%
498
-154
2394
$27.3K ﹤0.01%
932
+55
2395
$27.2K ﹤0.01%
2,295
+51
2396
$27.1K ﹤0.01%
510
-4,003
2397
$27.1K ﹤0.01%
366
2398
$27K ﹤0.01%
+866
2399
$27K ﹤0.01%
690
+553
2400
$26.9K ﹤0.01%
2,822
-1,454