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
2051
$19K ﹤0.01%
+1,345
2052
$19K ﹤0.01%
750
2053
$19K ﹤0.01%
592
+43
2054
$19K ﹤0.01%
828
+303
2055
$18K ﹤0.01%
951
2056
$18K ﹤0.01%
189
2057
$18K ﹤0.01%
1,012
2058
$18K ﹤0.01%
+580
2059
$18K ﹤0.01%
203
+6
2060
$18K ﹤0.01%
1,237
-2
2061
$18K ﹤0.01%
825
-90
2062
$18K ﹤0.01%
920
2063
$18K ﹤0.01%
110
2064
$18K ﹤0.01%
180
+80
2065
$18K ﹤0.01%
240
-35
2066
$18K ﹤0.01%
1,113
2067
$18K ﹤0.01%
+510
2068
$18K ﹤0.01%
5,000
2069
$17K ﹤0.01%
3,885
+416
2070
$17K ﹤0.01%
+340
2071
$17K ﹤0.01%
2,040
+23
2072
$17K ﹤0.01%
2,404
+745
2073
$17K ﹤0.01%
566
+301
2074
$17K ﹤0.01%
300
-134
2075
$17K ﹤0.01%
112
-8