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
176
$19.1M 0.04%
63,530
-8,859
177
$18.9M 0.04%
106,170
-25,233
178
$18.7M 0.04%
80,682
+11,101
179
$18.6M 0.04%
195,057
+20,515
180
$18.5M 0.04%
143,532
+11,944
181
$18.5M 0.04%
156,048
+5,253
182
$18.4M 0.04%
154,803
-14,923
183
$18.1M 0.04%
76,304
-4,347
184
$18M 0.04%
148,024
+50,928
185
$18M 0.04%
132,856
+1,308
186
$18M 0.04%
395,375
+380,280
187
$17.9M 0.04%
201,341
+89,681
188
$17.2M 0.04%
753,065
+72,610
189
$17M 0.04%
155,874
+24,360
190
$17M 0.04%
323,213
+15,549
191
$16.9M 0.04%
302,909
+10,717
192
$16.9M 0.04%
74,123
+10,850
193
$16.8M 0.04%
269,713
+38,134
194
$16.7M 0.04%
275,564
+17,415
195
$16.5M 0.04%
195,633
+65,784
196
$16.5M 0.03%
451,582
+17,886
197
$16M 0.03%
66,823
-13,693
198
$15.6M 0.03%
77,246
+7,421
199
$15.2M 0.03%
172,396
+486
200
$15M 0.03%
113,098
+5,672