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
1826
$38K ﹤0.01%
2,700
+6
1827
$38K ﹤0.01%
400
1828
$38K ﹤0.01%
573
-1,668
1829
$38K ﹤0.01%
1,025
1830
$38K ﹤0.01%
2,104
-3,295
1831
$37K ﹤0.01%
+800
1832
$37K ﹤0.01%
+668
1833
$37K ﹤0.01%
2,105
+1,005
1834
$37K ﹤0.01%
500
+123
1835
$37K ﹤0.01%
742
+430
1836
$37K ﹤0.01%
4,082
-5,232
1837
$37K ﹤0.01%
2,616
1838
$37K ﹤0.01%
163
-50
1839
$36K ﹤0.01%
1,252
+10
1840
$36K ﹤0.01%
335
+327
1841
$36K ﹤0.01%
713
+363
1842
$36K ﹤0.01%
761
-4,152
1843
$35K ﹤0.01%
3,015
+2,048
1844
$35K ﹤0.01%
386
+62
1845
$35K ﹤0.01%
1,256
-1,135
1846
$35K ﹤0.01%
1,336
-130
1847
$35K ﹤0.01%
+3,867
1848
$34K ﹤0.01%
896
+427
1849
$34K ﹤0.01%
1,152
-323
1850
$34K ﹤0.01%
1,000