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
1976
$24K ﹤0.01%
203
+3
1977
$24K ﹤0.01%
+113
1978
$23K ﹤0.01%
2,669
+1,753
1979
$23K ﹤0.01%
790
-480
1980
$23K ﹤0.01%
1,043
1981
$23K ﹤0.01%
620
+247
1982
$23K ﹤0.01%
+645
1983
$23K ﹤0.01%
6,500
-550
1984
$23K ﹤0.01%
555
+69
1985
$23K ﹤0.01%
322
-694
1986
$23K ﹤0.01%
709
1987
$23K ﹤0.01%
+306
1988
$22K ﹤0.01%
147
+30
1989
$22K ﹤0.01%
1,408
1990
$22K ﹤0.01%
+1,371
1991
$22K ﹤0.01%
603
1992
$22K ﹤0.01%
89
+67
1993
$22K ﹤0.01%
731
1994
$22K ﹤0.01%
2,321
1995
$22K ﹤0.01%
470
+2
1996
$22K ﹤0.01%
763
+753
1997
$22K ﹤0.01%
1,712
-4,983
1998
$22K ﹤0.01%
94
+69
1999
$22K ﹤0.01%
2,004
2000
$22K ﹤0.01%
3,900
78 79
80
81 82