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
376
$4.12M 0.01%
70,327
-4,968
377
$4.1M 0.01%
100,911
+24,896
378
$4.08M 0.01%
12,700
+3,164
379
$4.07M 0.01%
144,490
-299,522
380
$4.07M 0.01%
191,675
+9,020
381
$4.04M 0.01%
28,761
+5,581
382
$4.01M 0.01%
17,512
+8,878
383
$3.98M 0.01%
71,208
-4,435
384
$3.95M 0.01%
92,581
+49,366
385
$3.94M 0.01%
160,730
+60,627
386
$3.93M 0.01%
30,282
-5,975
387
$3.93M 0.01%
27,647
+3,929
388
$3.91M 0.01%
17,968
-6,775
389
$3.91M 0.01%
60,472
-4,432
390
$3.9M 0.01%
96,587
+1,128
391
$3.88M 0.01%
55,723
+3,701
392
$3.86M 0.01%
10
-1
393
$3.84M 0.01%
6,216
+2,230
394
$3.83M 0.01%
41,833
+136
395
$3.7M 0.01%
40,618
-1,860
396
$3.68M 0.01%
49,897
+868
397
$3.67M 0.01%
46,441
+40,189
398
$3.66M 0.01%
22,788
-5,403
399
$3.64M 0.01%
20,240
+539
400
$3.62M 0.01%
70,650
+28,731