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
2451
$22.7K ﹤0.01%
212
-534
2452
$22.6K ﹤0.01%
3,106
2453
$22.6K ﹤0.01%
2,685
2454
$22.6K ﹤0.01%
1,327
+14
2455
$22.4K ﹤0.01%
110
+9
2456
$22.4K ﹤0.01%
803
+53
2457
$22.4K ﹤0.01%
572
-2
2458
$22.4K ﹤0.01%
461
+200
2459
$22.3K ﹤0.01%
500
2460
$22.3K ﹤0.01%
+793
2461
$22.3K ﹤0.01%
628
+159
2462
$22.2K ﹤0.01%
252
-40
2463
$22.1K ﹤0.01%
4,583
2464
$22.1K ﹤0.01%
+287
2465
$22K ﹤0.01%
142
-213
2466
$21.9K ﹤0.01%
+294
2467
$21.9K ﹤0.01%
143
+1
2468
$21.8K ﹤0.01%
862
+457
2469
$21.8K ﹤0.01%
203
+46
2470
$21.7K ﹤0.01%
420
+15
2471
$21.6K ﹤0.01%
145
+78
2472
$21.6K ﹤0.01%
160
-20
2473
$21.5K ﹤0.01%
+453
2474
$21.5K ﹤0.01%
+1,002
2475
$21.4K ﹤0.01%
300