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
2001
$22K ﹤0.01%
274
+23
2002
$22K ﹤0.01%
272
+240
2003
$22K ﹤0.01%
608
-81
2004
$21K ﹤0.01%
2,016
2005
$21K ﹤0.01%
185
2006
$21K ﹤0.01%
901
2007
$21K ﹤0.01%
732
2008
$21K ﹤0.01%
+456
2009
$21K ﹤0.01%
187
+131
2010
$21K ﹤0.01%
652
2011
$21K ﹤0.01%
532
-100
2012
$21K ﹤0.01%
826
+100
2013
$21K ﹤0.01%
514
+400
2014
$21K ﹤0.01%
268
2015
$21K ﹤0.01%
1,118
+759
2016
$21K ﹤0.01%
531
+250
2017
$21K ﹤0.01%
19
+10
2018
$21K ﹤0.01%
+1,107
2019
$21K ﹤0.01%
1,437
+2
2020
$21K ﹤0.01%
589
-2,286
2021
$20K ﹤0.01%
138
+120
2022
$20K ﹤0.01%
665
+585
2023
$20K ﹤0.01%
+621
2024
$20K ﹤0.01%
552
-17
2025
$20K ﹤0.01%
+1,090
79 80
81
82 83