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
1226
$210K ﹤0.01%
+7,726
1227
$210K ﹤0.01%
4,777
+232
1228
$209K ﹤0.01%
3,284
+236
1229
$209K ﹤0.01%
3,080
+29
1230
$208K ﹤0.01%
4,200
1231
$206K ﹤0.01%
13,706
1232
$205K ﹤0.01%
3,585
+2,186
1233
$205K ﹤0.01%
11,691
-831
1234
$201K ﹤0.01%
+22,321
1235
$201K ﹤0.01%
18,856
+3,400
1236
$200K ﹤0.01%
11,511
+4,603
1237
$200K ﹤0.01%
3,195
+862
1238
$200K ﹤0.01%
2,230
+160
1239
$199K ﹤0.01%
+7,504
1240
$199K ﹤0.01%
1,785
+536
1241
$199K ﹤0.01%
50,323
-18,032
1242
$198K ﹤0.01%
3,709
+1,347
1243
$197K ﹤0.01%
1,460
+937
1244
$197K ﹤0.01%
3,951
-1,650
1245
$196K ﹤0.01%
12,456
+251
1246
$196K ﹤0.01%
5,424
+1,205
1247
$196K ﹤0.01%
3,789
+1,881
1248
$196K ﹤0.01%
14,861
+3,365
1249
$195K ﹤0.01%
13,158
-4,067
1250
$194K ﹤0.01%
5,745
-316