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
2401
$4K ﹤0.01%
167
2402
$4K ﹤0.01%
210
+100
2403
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21
+10
2404
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216
-2,889
2405
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+302
2406
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500
2407
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75
2408
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+75
2409
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+157
2410
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53
+10
2411
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156
+93
2412
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204
+85
2413
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+35
2414
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85
2415
$4K ﹤0.01%
+1,099
2416
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+159
2417
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+84
2418
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34
2419
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7,500
2420
$4K ﹤0.01%
+401
2421
$4K ﹤0.01%
526
+25
2422
$4K ﹤0.01%
+23
2423
$4K ﹤0.01%
+133
2424
$4K ﹤0.01%
320
2425
$4K ﹤0.01%
133