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
1801
$41K ﹤0.01%
709
-250
1802
$41K ﹤0.01%
1,668
-586
1803
$41K ﹤0.01%
7,275
1804
$41K ﹤0.01%
796
-410
1805
$41K ﹤0.01%
720
+188
1806
$41K ﹤0.01%
147
-58
1807
$41K ﹤0.01%
287
+90
1808
$40K ﹤0.01%
+514
1809
$40K ﹤0.01%
428
+134
1810
$40K ﹤0.01%
+3,922
1811
$40K ﹤0.01%
325
+275
1812
$40K ﹤0.01%
880
1813
$40K ﹤0.01%
9,841
+876
1814
$40K ﹤0.01%
630
+285
1815
$39K ﹤0.01%
2,502
+6
1816
$39K ﹤0.01%
11,500
1817
$39K ﹤0.01%
553
-104
1818
$39K ﹤0.01%
429
-156
1819
$39K ﹤0.01%
2,018
+750
1820
$39K ﹤0.01%
292
-358
1821
$39K ﹤0.01%
1,581
-1,106
1822
$39K ﹤0.01%
155
+69
1823
$38K ﹤0.01%
1,450
-274
1824
$38K ﹤0.01%
577
+465
1825
$38K ﹤0.01%
16,172
+2,710