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
1101
$294K ﹤0.01%
+21,149
1102
$293K ﹤0.01%
5,821
-10
1103
$293K ﹤0.01%
1,276
-361
1104
$289K ﹤0.01%
2,536
+803
1105
$289K ﹤0.01%
8,367
-1,104
1106
$289K ﹤0.01%
3,292
+395
1107
$288K ﹤0.01%
5,086
1108
$288K ﹤0.01%
2,912
-3,121
1109
$286K ﹤0.01%
3,321
+1
1110
$284K ﹤0.01%
13,597
+4,177
1111
$283K ﹤0.01%
4,500
-109
1112
$282K ﹤0.01%
2,576
+767
1113
$281K ﹤0.01%
4,004
+2,340
1114
$281K ﹤0.01%
5,388
-389
1115
$281K ﹤0.01%
29,581
+26,056
1116
$280K ﹤0.01%
4,044
+870
1117
$280K ﹤0.01%
8,730
+2,846
1118
$280K ﹤0.01%
1,425
-99
1119
$280K ﹤0.01%
5,397
+951
1120
$280K ﹤0.01%
8,880
-1,620
1121
$280K ﹤0.01%
+12,997
1122
$279K ﹤0.01%
5,097
-97
1123
$279K ﹤0.01%
3,862
+1,984
1124
$279K ﹤0.01%
6,227
+1,266
1125
$279K ﹤0.01%
8,499
-2,647
43 44
45
46 47