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
551
$1.7M ﹤0.01%
120,561
-1,060
552
$1.69M ﹤0.01%
14,589
+370
553
$1.68M ﹤0.01%
83,009
+2,413
554
$1.67M ﹤0.01%
4,732
-900
555
$1.66M ﹤0.01%
6,685
+404
556
$1.66M ﹤0.01%
51,556
+29,193
557
$1.65M ﹤0.01%
34,932
-4,955
558
$1.64M ﹤0.01%
6,175
+87
559
$1.64M ﹤0.01%
9,516
+964
560
$1.63M ﹤0.01%
32,922
+398
561
$1.63M ﹤0.01%
19,926
-596
562
$1.63M ﹤0.01%
+63,653
563
$1.63M ﹤0.01%
12,254
-172
564
$1.62M ﹤0.01%
39,616
+19,618
565
$1.62M ﹤0.01%
32,520
-9,817
566
$1.61M ﹤0.01%
+28,901
567
$1.6M ﹤0.01%
29,984
-417
568
$1.6M ﹤0.01%
14,479
+3,920
569
$1.6M ﹤0.01%
62,621
+12,827
570
$1.59M ﹤0.01%
25,021
-2,462
571
$1.58M ﹤0.01%
15,803
-2,828
572
$1.57M ﹤0.01%
30,896
+26,508
573
$1.57M ﹤0.01%
5,852
-491
574
$1.56M ﹤0.01%
19,111
-4,721
575
$1.55M ﹤0.01%
30,198
+5,676
21 22
23
24 25