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
2501
$17.6K ﹤0.01%
142
+19
2502
$17.6K ﹤0.01%
+160
2503
$17.4K ﹤0.01%
+350
2504
$17.4K ﹤0.01%
676
-1,253
2505
$17.3K ﹤0.01%
600
2506
$17.3K ﹤0.01%
600
2507
$17.2K ﹤0.01%
158
+25
2508
$17.2K ﹤0.01%
500
2509
$17.2K ﹤0.01%
1,067
2510
$17.2K ﹤0.01%
342
+124
2511
$17.1K ﹤0.01%
263
2512
$17.1K ﹤0.01%
1,665
2513
$17K ﹤0.01%
1,553
-2,000
2514
$17K ﹤0.01%
184
-367
2515
$16.7K ﹤0.01%
1,469
-1,044
2516
$16.7K ﹤0.01%
1,980
+66
2517
$16.6K ﹤0.01%
1,403
2518
$16.5K ﹤0.01%
177
-319
2519
$16.5K ﹤0.01%
1,579
-2,082
2520
$16.5K ﹤0.01%
160
+10
2521
$16.5K ﹤0.01%
1,018
+13
2522
$16.5K ﹤0.01%
1,618
-3,154
2523
$16.4K ﹤0.01%
264
+105
2524
$16.4K ﹤0.01%
464
+12
2525
$16.4K ﹤0.01%
200
99 100
101
102 103