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
401
$3.57M 0.01%
221,406
-12,228
402
$3.57M 0.01%
36,382
+2,234
403
$3.56M 0.01%
72,905
+22,010
404
$3.55M 0.01%
210,250
+26,767
405
$3.53M 0.01%
57,498
-12,189
406
$3.49M 0.01%
135,864
-34,979
407
$3.47M 0.01%
175,216
+57,360
408
$3.43M 0.01%
31,666
+2,416
409
$3.42M 0.01%
16,763
-76,709
410
$3.41M 0.01%
26,794
+1,121
411
$3.39M 0.01%
51,144
+46,549
412
$3.38M 0.01%
28,295
+7,245
413
$3.36M 0.01%
23,781
-6,834
414
$3.35M 0.01%
14,112
-70
415
$3.34M 0.01%
+594,726
416
$3.31M 0.01%
131,762
+8,766
417
$3.3M 0.01%
104,972
-3,115
418
$3.24M 0.01%
64,168
-88,929
419
$3.21M 0.01%
261,954
+69,316
420
$3.17M 0.01%
13,105
+1,039
421
$3.15M 0.01%
85,305
+80,725
422
$3.14M 0.01%
33,771
+3,120
423
$3.12M 0.01%
14,957
+7,535
424
$3.11M 0.01%
87,955
+35,795
425
$3.09M 0.01%
61,534
-11,687