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
2026
$20K ﹤0.01%
+495
2027
$20K ﹤0.01%
219
-202
2028
$20K ﹤0.01%
+129
2029
$20K ﹤0.01%
68
-66
2030
$20K ﹤0.01%
142
-184
2031
$20K ﹤0.01%
2,186
+61
2032
$20K ﹤0.01%
465
+390
2033
$20K ﹤0.01%
409
2034
$20K ﹤0.01%
692
-85
2035
$20K ﹤0.01%
820
+728
2036
$20K ﹤0.01%
744
+416
2037
$20K ﹤0.01%
1,384
2038
$19K ﹤0.01%
660
2039
$19K ﹤0.01%
800
2040
$19K ﹤0.01%
310
+268
2041
$19K ﹤0.01%
1,032
-200
2042
$19K ﹤0.01%
+375
2043
$19K ﹤0.01%
284
+115
2044
$19K ﹤0.01%
+323
2045
$19K ﹤0.01%
461
2046
$19K ﹤0.01%
97
+70
2047
$19K ﹤0.01%
+2,000
2048
$19K ﹤0.01%
+750
2049
$19K ﹤0.01%
69
+22
2050
$19K ﹤0.01%
500
80 81
82
83 84