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
26
$276M 0.59%
2,426,040
+216,283
27
$273M 0.58%
3,739,811
-751,856
28
$260M 0.55%
1,011,866
+10,513
29
$256M 0.54%
1,195,060
+17,892
30
$243M 0.52%
1,571,460
+57,660
31
$219M 0.46%
2,467,570
+221,111
32
$215M 0.46%
589,999
+37,356
33
$207M 0.44%
1,459,671
+105,158
34
$192M 0.41%
856,048
-7,434
35
$183M 0.39%
1,246,895
-2,750
36
$162M 0.34%
4,461,072
-213,866
37
$161M 0.34%
1,342,946
-104,706
38
$154M 0.33%
1,496,600
+30,460
39
$148M 0.31%
1,948,856
+28,089
40
$146M 0.31%
705,700
+41,176
41
$146M 0.31%
1,108,515
+287,877
42
$145M 0.31%
1,490,764
+124,631
43
$132M 0.28%
543,337
-4,075
44
$131M 0.28%
2,542,672
+294,042
45
$130M 0.28%
1,998,680
-53,101
46
$127M 0.27%
384,231
+15,659
47
$124M 0.26%
7,751,412
+435,222
48
$123M 0.26%
1,502,379
+126,219
49
$123M 0.26%
3,232,859
+426,648
50
$121M 0.26%
822,744
-158,255