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
426
$3.06M 0.01%
20,368
-1,108
427
$3.06M 0.01%
46,887
-1,443
428
$3.05M 0.01%
39,947
+6,730
429
$3.04M 0.01%
137,229
+25,404
430
$3.04M 0.01%
207,243
-25,564
431
$3.02M 0.01%
57,109
-3,819
432
$3.02M 0.01%
68,236
+37,625
433
$3.02M 0.01%
24,768
-2,120
434
$3.01M 0.01%
17,165
-1,957
435
$2.99M 0.01%
36,611
-2,807
436
$2.94M 0.01%
99,139
+10,436
437
$2.94M 0.01%
34,649
+1,299
438
$2.93M 0.01%
185,329
+130,480
439
$2.9M 0.01%
18,729
+2,748
440
$2.86M 0.01%
36,823
+10,956
441
$2.81M 0.01%
17,785
+178
442
$2.81M 0.01%
33,511
-62,528
443
$2.8M 0.01%
4,531
+523
444
$2.78M 0.01%
37,094
-354
445
$2.77M 0.01%
185,036
+61,078
446
$2.76M 0.01%
18,628
+745
447
$2.75M 0.01%
10,537
-4,124
448
$2.74M 0.01%
266,709
-91,755
449
$2.74M 0.01%
124,278
+20,864
450
$2.73M 0.01%
9,154
+4,790