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
201
$15M 0.03%
92,889
+5,332
202
$14.9M 0.03%
126,493
+10,008
203
$14.6M 0.03%
108,628
-12,608
204
$14.3M 0.03%
144,866
-12,417
205
$14.3M 0.03%
560,590
+3,610
206
$14.1M 0.03%
441,107
+39,842
207
$13.8M 0.03%
302,966
+23,954
208
$13.8M 0.03%
217,983
+10,573
209
$13.8M 0.03%
273,290
+11,000
210
$13.6M 0.03%
196,766
+31,372
211
$13.5M 0.03%
54,292
-2,263
212
$13.5M 0.03%
292,715
+291,437
213
$13.4M 0.03%
161,398
+11,003
214
$13.3M 0.03%
176,732
+11,996
215
$13.2M 0.03%
285,680
+23,900
216
$13.2M 0.03%
138,167
+21,141
217
$12.8M 0.03%
388,336
-11,725
218
$12.8M 0.03%
264,712
+67,101
219
$12.5M 0.03%
65,909
+5,305
220
$12.5M 0.03%
73,660
-2,600
221
$12.4M 0.03%
110,187
-44,837
222
$12.1M 0.03%
290,248
+36,862
223
$12M 0.03%
95,988
+83,547
224
$12M 0.03%
64,075
+911
225
$11.9M 0.03%
54,759
+4,139
7 8
9
10 11