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
1026
$369K ﹤0.01%
18,199
-16,667
1027
$367K ﹤0.01%
3,478
-222
1028
$367K ﹤0.01%
1,602
-2,381
1029
$363K ﹤0.01%
2,739
-309
1030
$362K ﹤0.01%
4,620
-8,356
1031
$359K ﹤0.01%
36,341
+14,031
1032
$359K ﹤0.01%
1,166
+545
1033
$358K ﹤0.01%
5,378
+1,472
1034
$357K ﹤0.01%
3,996
-725
1035
$356K ﹤0.01%
12,165
+553
1036
$356K ﹤0.01%
14,968
+1,783
1037
$354K ﹤0.01%
72,571
-5,900
1038
$354K ﹤0.01%
36,427
+5,452
1039
$353K ﹤0.01%
8,761
+4,693
1040
$352K ﹤0.01%
26,791
1041
$351K ﹤0.01%
3,559
+757
1042
$351K ﹤0.01%
23,508
+1,555
1043
$350K ﹤0.01%
8,603
-2,541
1044
$350K ﹤0.01%
1,984
-449
1045
$349K ﹤0.01%
1,412
+51
1046
$346K ﹤0.01%
2,618
-149
1047
$345K ﹤0.01%
4,982
+277
1048
$343K ﹤0.01%
14,496
+3,827
1049
$342K ﹤0.01%
14,989
+11,612
1050
$342K ﹤0.01%
+10,750