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
126
$34.8M 0.07%
184,364
+18,253
127
$33.2M 0.07%
72,839
+4,664
128
$33.2M 0.07%
148,049
+9,276
129
$33.1M 0.07%
257,972
-12,460
130
$33M 0.07%
729,399
+46,830
131
$33M 0.07%
553,880
-133,900
132
$32.3M 0.07%
86,320
-5,912
133
$32.1M 0.07%
388,707
+119,419
134
$31.6M 0.07%
434,018
+14,913
135
$31.4M 0.07%
406,977
+101,997
136
$31.2M 0.07%
180,236
+24,093
137
$30.9M 0.07%
578,854
+25,861
138
$30.6M 0.06%
389,507
+171,423
139
$30.5M 0.06%
1,225,360
+28,328
140
$30.5M 0.06%
82,592
+3,803
141
$30.1M 0.06%
109,599
+7,369
142
$29.5M 0.06%
99,916
+64,221
143
$29.4M 0.06%
484,688
+122,311
144
$29.2M 0.06%
289,581
+53,787
145
$28.2M 0.06%
78,530
+16,487
146
$28M 0.06%
218,223
+145,864
147
$27.9M 0.06%
197,310
+10,768
148
$27.6M 0.06%
475,458
+48,352
149
$27.3M 0.06%
829,300
+25,190
150
$26.8M 0.06%
134,056
+13,592