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
526
$1.92M ﹤0.01%
15,667
-691
527
$1.9M ﹤0.01%
56,250
+4,455
528
$1.9M ﹤0.01%
37,270
-415
529
$1.9M ﹤0.01%
14,035
+6,404
530
$1.9M ﹤0.01%
6,522
+449
531
$1.89M ﹤0.01%
12,170
-337
532
$1.88M ﹤0.01%
107,927
-35,954
533
$1.87M ﹤0.01%
20,994
+6,149
534
$1.87M ﹤0.01%
8,469
-2,660
535
$1.86M ﹤0.01%
55,244
+36
536
$1.85M ﹤0.01%
21,138
+327
537
$1.84M ﹤0.01%
8,453
+2
538
$1.84M ﹤0.01%
6,007
+1,198
539
$1.84M ﹤0.01%
29,967
-594
540
$1.84M ﹤0.01%
10,084
-134
541
$1.81M ﹤0.01%
119,873
+30,037
542
$1.81M ﹤0.01%
44,497
-168
543
$1.81M ﹤0.01%
26,393
-19,736
544
$1.77M ﹤0.01%
28,152
+1,134
545
$1.76M ﹤0.01%
29,755
+2,854
546
$1.75M ﹤0.01%
8,694
+6,548
547
$1.75M ﹤0.01%
23,538
+1,743
548
$1.72M ﹤0.01%
60,400
-20,850
549
$1.71M ﹤0.01%
27,099
-10,950
550
$1.7M ﹤0.01%
30,844
+3,996
20 21
22
23 24