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
276
$7.26M 0.02%
489,606
+150,197
277
$7.21M 0.02%
14,410
+398
278
$7.19M 0.02%
274,380
+81,045
279
$7.16M 0.02%
79,404
+5,621
280
$7.09M 0.02%
64,168
-4,673
281
$7.09M 0.02%
18,502
+2,839
282
$7.06M 0.02%
79,515
-2,393
283
$6.99M 0.01%
51,551
-17,295
284
$6.97M 0.01%
111,117
+44,249
285
$6.91M 0.01%
34,111
+6,806
286
$6.84M 0.01%
37,699
-13,171
287
$6.83M 0.01%
274,951
-31,124
288
$6.83M 0.01%
77,776
+7,424
289
$6.83M 0.01%
268,037
-18,973
290
$6.76M 0.01%
205,333
-21,848
291
$6.68M 0.01%
95,041
+8,124
292
$6.67M 0.01%
95,005
+1,667
293
$6.62M 0.01%
544,494
+412,799
294
$6.62M 0.01%
104,238
-579
295
$6.6M 0.01%
191,737
-171
296
$6.46M 0.01%
74,828
-2,196
297
$6.45M 0.01%
116,697
-4,390
298
$6.44M 0.01%
250,320
+34,956
299
$6.38M 0.01%
392,605
+34,134
300
$6.35M 0.01%
309,178
+1,558