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
251
$9.19M 0.02%
90,906
+7,713
252
$9.12M 0.02%
174,237
-140,101
253
$8.97M 0.02%
276,038
+1,372
254
$8.88M 0.02%
102,028
+64,498
255
$8.77M 0.02%
220,385
+3,794
256
$8.75M 0.02%
32,597
-1,364
257
$8.73M 0.02%
118,051
-6,160
258
$8.71M 0.02%
152,499
+40,449
259
$8.59M 0.02%
50,076
+6,710
260
$8.48M 0.02%
161,835
+17,991
261
$8.46M 0.02%
190,835
-15,130
262
$8.42M 0.02%
215,527
+48,551
263
$8.38M 0.02%
334,338
+326,246
264
$8.21M 0.02%
25,098
+14,752
265
$8.16M 0.02%
75,684
+35,078
266
$8.1M 0.02%
138,875
+23,678
267
$8.08M 0.02%
599,586
-22,583
268
$7.83M 0.02%
136,230
+36,755
269
$7.53M 0.02%
78,003
-208
270
$7.5M 0.02%
63,534
+3,272
271
$7.48M 0.02%
122,579
+13,776
272
$7.48M 0.02%
115,735
+21,214
273
$7.35M 0.02%
64,624
-60,700
274
$7.32M 0.02%
22,156
+1,830
275
$7.28M 0.02%
25,612
-12,694