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
451
$2.72M 0.01%
32,205
+1,875
452
$2.7M 0.01%
31,996
+102
453
$2.69M 0.01%
61,887
-1,594
454
$2.66M 0.01%
43,274
+6,822
455
$2.65M 0.01%
23,282
+14,433
456
$2.65M 0.01%
23,039
+9,217
457
$2.63M 0.01%
189,751
-2,900
458
$2.63M 0.01%
35,497
+2,187
459
$2.57M 0.01%
14,060
+8,552
460
$2.54M 0.01%
9,076
+2,804
461
$2.54M 0.01%
39,400
+1,140
462
$2.54M 0.01%
26,672
-217
463
$2.54M 0.01%
32,482
+3,874
464
$2.53M 0.01%
261,797
+243,384
465
$2.53M 0.01%
103,846
+18,277
466
$2.53M 0.01%
35,296
+417
467
$2.53M 0.01%
43,581
+29,347
468
$2.49M 0.01%
8,984
+902
469
$2.48M 0.01%
46,277
-3,475
470
$2.47M 0.01%
50,498
+10,392
471
$2.46M 0.01%
74,236
+10,394
472
$2.45M 0.01%
60,107
+12,623
473
$2.44M 0.01%
12,498
-85
474
$2.42M 0.01%
24,268
+154
475
$2.41M 0.01%
39,700
-21,187