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
1601
$73K ﹤0.01%
996
-1,523
1602
$73K ﹤0.01%
1,274
-12
1603
$73K ﹤0.01%
1,588
-4,894
1604
$73K ﹤0.01%
17,352
+8,601
1605
$73K ﹤0.01%
1,774
-221
1606
$72K ﹤0.01%
8,461
-5,078
1607
$72K ﹤0.01%
8,436
+3,469
1608
$72K ﹤0.01%
576
-177
1609
$71K ﹤0.01%
2,621
+986
1610
$71K ﹤0.01%
1,163
1611
$71K ﹤0.01%
5,146
1612
$70K ﹤0.01%
+315
1613
$70K ﹤0.01%
3,255
-1,483
1614
$70K ﹤0.01%
2,600
1615
$70K ﹤0.01%
20
1616
$69K ﹤0.01%
1,000
1617
$69K ﹤0.01%
3,228
+497
1618
$69K ﹤0.01%
588
-673
1619
$69K ﹤0.01%
1,453
1620
$69K ﹤0.01%
1,820
1621
$69K ﹤0.01%
418
+153
1622
$68K ﹤0.01%
1,100
+991
1623
$68K ﹤0.01%
1,152
-30
1624
$68K ﹤0.01%
889
-135
1625
$68K ﹤0.01%
2,158
+220