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
51
$114M 0.24%
2,091,915
+29,542
52
$103M 0.22%
4,247,991
+2,834,457
53
$101M 0.21%
1,523,208
+59,911
54
$100M 0.21%
662,950
+1,178
55
$99.5M 0.21%
653,585
+36,753
56
$99.4M 0.21%
337,629
+20,417
57
$90.7M 0.19%
4,500,173
+761,498
58
$85M 0.18%
3,424,122
-346,440
59
$83.4M 0.18%
326,605
+9,286
60
$82.1M 0.17%
513,265
+36,351
61
$75.9M 0.16%
358,400
-731
62
$74.7M 0.16%
1,507,791
+180,804
63
$74.4M 0.16%
571,997
+9,896
64
$74M 0.16%
607,998
-93,017
65
$71.4M 0.15%
1,478,720
+69,106
66
$71.3M 0.15%
624,968
+95,411
67
$71.2M 0.15%
528,207
+28,160
68
$70.6M 0.15%
691,603
-7,467
69
$70.5M 0.15%
198,109
+13,971
70
$70M 0.15%
1,934,950
+720,413
71
$69.9M 0.15%
1,209,325
+42,468
72
$69.9M 0.15%
695,510
+21,175
73
$69.6M 0.15%
1,218,728
-5,924
74
$65.4M 0.14%
1,330,306
+67,371
75
$65.2M 0.14%
213,651
+19,027