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
2726
– –
-1,000
2727
– –
-20
2728
$0 ﹤0.01%
3
-107
2729
– –
-15
2730
– –
-41
2731
– –
-9
2732
– –
-36,250
2733
– –
-137
2734
– –
-5,000
2735
– –
-35
2736
$0 ﹤0.01%
+9
2737
– –
-14,500
2738
– –
-1,676
2739
$0 ﹤0.01%
+20
2740
– –
-12
2741
– –
-190
2742
– –
-28
2743
– –
-403
2744
$0 ﹤0.01%
+4
2745
– –
-11
2746
– –
-35
2747
$0 ﹤0.01%
+7
2748
– –
-13,957
2749
– –
-408
2750
$0 ﹤0.01%
8
-150
108 109
110
111 112