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
601
$1.41M ﹤0.01%
53,829
-8,780
602
$1.4M ﹤0.01%
20,343
+750
603
$1.4M ﹤0.01%
92,601
+1,017
604
$1.4M ﹤0.01%
6,633
-977
605
$1.4M ﹤0.01%
63,227
+14,611
606
$1.39M ﹤0.01%
12,935
+8,537
607
$1.39M ﹤0.01%
15,576
-50
608
$1.39M ﹤0.01%
96,019
+22,039
609
$1.37M ﹤0.01%
10,152
-105
610
$1.36M ﹤0.01%
6,596
+1,633
611
$1.36M ﹤0.01%
2,880
+360
612
$1.35M ﹤0.01%
29,507
+26,387
613
$1.35M ﹤0.01%
27,496
-169
614
$1.32M ﹤0.01%
47,974
+13,333
615
$1.31M ﹤0.01%
13,813
+469
616
$1.31M ﹤0.01%
20,565
617
$1.31M ﹤0.01%
108,364
-149,935
618
$1.3M ﹤0.01%
8,599
+3,315
619
$1.3M ﹤0.01%
3,944
+176
620
$1.3M ﹤0.01%
82,703
+11,433
621
$1.3M ﹤0.01%
4,111
-299
622
$1.3M ﹤0.01%
54,277
+10,007
623
$1.29M ﹤0.01%
13,975
-166
624
$1.29M ﹤0.01%
26,217
+1,707
625
$1.29M ﹤0.01%
78,501
+6,597
23 24
25
26 27