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
2601
$12.4K ﹤0.01%
322
+3
2602
$12.4K ﹤0.01%
235
2603
$12.4K ﹤0.01%
1,533
-100
2604
$12.4K ﹤0.01%
+494
2605
$12.3K ﹤0.01%
77
-10
2606
$12.3K ﹤0.01%
517
2607
$12.2K ﹤0.01%
819
2608
$12.2K ﹤0.01%
+230
2609
$12.2K ﹤0.01%
+118
2610
$12.1K ﹤0.01%
292
-53
2611
$12.1K ﹤0.01%
653
+254
2612
$12.1K ﹤0.01%
700
-9,936
2613
$12.1K ﹤0.01%
83
-27
2614
$12K ﹤0.01%
494
-556
2615
$12K ﹤0.01%
4,568
-7,201
2616
$12K ﹤0.01%
955
+39
2617
$12K ﹤0.01%
474
+64
2618
$12K ﹤0.01%
795
2619
$11.9K ﹤0.01%
944
+325
2620
$11.9K ﹤0.01%
+334
2621
$11.8K ﹤0.01%
715
2622
$11.7K ﹤0.01%
+140
2623
$11.6K ﹤0.01%
183
-13
2624
$11.6K ﹤0.01%
+340
2625
$11.6K ﹤0.01%
145
+67
103 104
105
106 107