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
101
$44.8M 0.1%
1,157,303
+82,741
102
$44.6M 0.09%
210,456
+14,576
103
$44.5M 0.09%
424,383
+54,707
104
$43.9M 0.09%
483,209
+14,963
105
$41.7M 0.09%
458,767
+77,832
106
$41M 0.09%
649,281
-21,385
107
$41M 0.09%
116,290
+11,354
108
$40.6M 0.09%
287,369
-11,110
109
$39.9M 0.08%
183,871
+4,709
110
$39.9M 0.08%
542,468
+41,526
111
$39.8M 0.08%
385,260
-5,440
112
$39.8M 0.08%
419,387
+87,830
113
$39.3M 0.08%
726,263
+49,601
114
$39.2M 0.08%
905,332
+162,202
115
$37.9M 0.08%
455,222
+8,550
116
$37.9M 0.08%
269,625
+19,636
117
$37.5M 0.08%
170,139
+10,749
118
$37.4M 0.08%
211,567
+35,311
119
$37.4M 0.08%
281,555
+5,099
120
$37.4M 0.08%
395,118
+63,000
121
$37.3M 0.08%
279,300
-60,655
122
$37.3M 0.08%
49,430
+10,532
123
$36.1M 0.08%
502,932
+37,040
124
$35.6M 0.08%
325,365
+22,470
125
$35.4M 0.08%
74,451
-2,137
3 4
5
6 7