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
501
$2.16M ﹤0.01%
24,196
+23,926
502
$2.15M ﹤0.01%
34,295
-1,165
503
$2.14M ﹤0.01%
27,686
-1,953
504
$2.14M ﹤0.01%
17,044
+5,634
505
$2.12M ﹤0.01%
27,260
+738
506
$2.12M ﹤0.01%
13,378
+749
507
$2.11M ﹤0.01%
38,494
+6,018
508
$2.11M ﹤0.01%
147,050
+45,380
509
$2.11M ﹤0.01%
27,134
+24,005
510
$2.09M ﹤0.01%
5,265
-1,333
511
$2.07M ﹤0.01%
31,153
+3,572
512
$2.07M ﹤0.01%
19,102
+8
513
$2.05M ﹤0.01%
39,111
+36,318
514
$2.04M ﹤0.01%
66,961
+580
515
$2.03M ﹤0.01%
172,111
+8,512
516
$2.03M ﹤0.01%
25,417
+3,521
517
$2.02M ﹤0.01%
55,644
-5,063
518
$2.02M ﹤0.01%
141,418
+38,377
519
$2M ﹤0.01%
52,786
-550
520
$2M ﹤0.01%
56,521
+8,022
521
$1.98M ﹤0.01%
21,160
+2,904
522
$1.98M ﹤0.01%
36,294
+8,422
523
$1.97M ﹤0.01%
1,337
+53
524
$1.96M ﹤0.01%
11,080
-231
525
$1.95M ﹤0.01%
137,081
+56,428