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
326
$5.7M 0.01%
98,760
+30,100
327
$5.69M 0.01%
137,746
+27,391
328
$5.64M 0.01%
40,772
+7,297
329
$5.6M 0.01%
85,601
+4,865
330
$5.51M 0.01%
2,365
+315
331
$5.5M 0.01%
39,090
+1,452
332
$5.46M 0.01%
8,031
+201
333
$5.39M 0.01%
27,964
-1,186
334
$5.38M 0.01%
14,542
-5
335
$5.33M 0.01%
398,324
+396,375
336
$5.33M 0.01%
63,763
-26,427
337
$5.33M 0.01%
+131,014
338
$5.31M 0.01%
15,575
-8,665
339
$5.31M 0.01%
179,906
+29,985
340
$5.27M 0.01%
98,178
+28,530
341
$5.26M 0.01%
312,056
342
$5.26M 0.01%
79,556
+4,937
343
$5.23M 0.01%
42,096
-33,877
344
$5.2M 0.01%
376,826
-192,190
345
$5.19M 0.01%
49,111
+12,593
346
$5.16M 0.01%
20,970
+2,040
347
$5.15M 0.01%
28,043
+4,911
348
$5.07M 0.01%
47,804
+6,527
349
$5.04M 0.01%
187,028
+86,114
350
$5.03M 0.01%
57,689
+7,608
12 13
14
15 16