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
151
$25.2M 0.05%
694,599
+38,665
152
$24.5M 0.05%
88,702
+2,663
153
$24.4M 0.05%
147,348
+5,525
154
$24M 0.05%
516,855
-26,891
155
$23.9M 0.05%
1,099,884
-3,414
156
$23.9M 0.05%
93,823
+7,837
157
$23.7M 0.05%
737,520
+27,018
158
$23.6M 0.05%
406,452
-50,928
159
$22.9M 0.05%
592,286
+47,780
160
$22.8M 0.05%
333,510
+12,060
161
$22.5M 0.05%
208,271
+14,754
162
$21.9M 0.05%
98,412
+1,188
163
$21.6M 0.05%
181,296
+14,651
164
$21.5M 0.05%
87,270
+19,296
165
$21.4M 0.05%
334,732
+57,469
166
$20.7M 0.04%
222,337
+8,173
167
$20.7M 0.04%
58,577
+21,098
168
$20.7M 0.04%
185,006
+50,634
169
$20.4M 0.04%
390,970
+30,890
170
$20.3M 0.04%
83,760
-857
171
$20.1M 0.04%
389,356
+23,316
172
$19.7M 0.04%
293,598
-1,030
173
$19.6M 0.04%
1,139,014
-48,046
174
$19.6M 0.04%
382,689
+21,617
175
$19.4M 0.04%
246,390
+11,739
5 6
7
8 9