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
$47.1B
AUM Growth
+$3.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,078
New
Increased
Reduced
Closed

Top Buys

1 +$271M
2 +$136M
3 +$122M
4
IAU icon
iShares Gold Trust
IAU
+$112M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$100M

Top Sells

1 +$203M
2 +$88.4M
3 +$54.9M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$23.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22M

Sector Composition

1 Technology 2.73%
2 Financials 1.55%
3 Consumer Discretionary 1.33%
4 Healthcare 1.22%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$11.7M 0.02%
74,527
+6,187
227
$11.4M 0.02%
149,986
+38,330
228
$11.3M 0.02%
107,173
+6,665
229
$11.3M 0.02%
149,324
+16,138
230
$10.8M 0.02%
89,700
+8,962
231
$10.8M 0.02%
59,169
+31,782
232
$10.8M 0.02%
94,113
+90,850
233
$10.7M 0.02%
148,979
+14,397
234
$10.5M 0.02%
191,316
-31,176
235
$10.5M 0.02%
82,451
+19,785
236
$10.4M 0.02%
167,413
+11,596
237
$10.3M 0.02%
201,798
+16,035
238
$10.2M 0.02%
61,893
-701
239
$10.1M 0.02%
181,360
+4,263
240
$9.98M 0.02%
43,960
+305
241
$9.95M 0.02%
195,638
-7,793
242
$9.76M 0.02%
89,684
+5,090
243
$9.72M 0.02%
95,336
-26,966
244
$9.48M 0.02%
47,882
-17,366
245
$9.46M 0.02%
49,998
+1,566
246
$9.45M 0.02%
102,729
-1
247
$9.42M 0.02%
161,096
+36,271
248
$9.29M 0.02%
208,231
+40,396
249
$9.29M 0.02%
124,089
-57,938
250
$9.24M 0.02%
134,140
+20,211