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
$113B
AUM Growth
+$11.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,945
New
Increased
Reduced
Closed

Top Buys

1
+$538M
2
+$407M
3
+$398M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$333M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$328M

Top Sells

1
+$155M
2
+$98M
3
+$89.7M
4
O icon
Realty Income
O
+$66.5M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$59.7M

Sector Composition

1 Technology 3.18%
2 Financials 1.21%
3 Consumer Discretionary 1.09%
4 Healthcare 1.01%
5 Communication Services 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43.7M 0.04%
808,609
+75,117
227
$43.5M 0.04%
162,597
-13,594
228
$43M 0.04%
822,365
-12,849
229
$42.9M 0.04%
207,818
+3,894
230
$42.7M 0.04%
1,555,985
+567,972
231
$42.1M 0.04%
318,079
+1,500
232
$41.4M 0.04%
1,289,588
-96,351
233
$41.3M 0.04%
377,559
+25,432
234
$40.9M 0.04%
374,126
-7,002
235
$40.8M 0.04%
500,060
+9,500
236
$40.3M 0.04%
654,718
+539,107
237
$40.1M 0.04%
591,690
+1,846
238
$40M 0.04%
564,183
+143,343
239
$39.8M 0.04%
130,853
+1,780
240
$39.7M 0.04%
324,403
-210,806
241
$38.9M 0.03%
46,704
+964
242
$38.9M 0.03%
168,678
+3,763
243
$38.3M 0.03%
918,713
-9,816
244
$38.2M 0.03%
219,030
+60,154
245
$37.7M 0.03%
955,906
+50,543
246
$37.4M 0.03%
131,825
-27,690
247
$37.4M 0.03%
1,330,779
+324,767
248
$37M 0.03%
971,454
+141,997
249
$36.9M 0.03%
243,325
+57,003
250
$36.4M 0.03%
515,430
-24,007
8 9
10
11 12