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
301
$6.35M 0.01%
74,263
-7,717
302
$6.34M 0.01%
39,768
+3,225
303
$6.25M 0.01%
41,508
-1,378
304
$6.22M 0.01%
274,214
+38,994
305
$6.21M 0.01%
95,284
+8,453
306
$6.21M 0.01%
121,152
+2,520
307
$6.15M 0.01%
82,549
-255
308
$6.13M 0.01%
88,132
+2,397
309
$6.12M 0.01%
91,947
+2,244
310
$6.09M 0.01%
118,934
+59,983
311
$6.08M 0.01%
88,575
+24,574
312
$6.02M 0.01%
79,214
-8,572
313
$5.96M 0.01%
101,119
+3,011
314
$5.91M 0.01%
174,409
-17,228
315
$5.87M 0.01%
321,124
-31,230
316
$5.87M 0.01%
66,509
+196
317
$5.84M 0.01%
26,364
+2,399
318
$5.84M 0.01%
748,358
-10,586
319
$5.84M 0.01%
322,331
-1,469
320
$5.83M 0.01%
85,639
+11,561
321
$5.81M 0.01%
23,837
+3,308
322
$5.77M 0.01%
28,659
+7,437
323
$5.77M 0.01%
73,158
+12,977
324
$5.76M 0.01%
299,680
-28,177
325
$5.76M 0.01%
17,800
+2,010