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
2626
$11.6K ﹤0.01%
1,000
2627
$11.6K ﹤0.01%
800
+493
2628
$11.5K ﹤0.01%
145
2629
$11.5K ﹤0.01%
1,266
+862
2630
$11.5K ﹤0.01%
682
-13
2631
$11.5K ﹤0.01%
1,065
2632
$11.4K ﹤0.01%
68
+48
2633
$11.3K ﹤0.01%
2,125
2634
$11.3K ﹤0.01%
54
+24
2635
$11.3K ﹤0.01%
210
+134
2636
$11.3K ﹤0.01%
705
-443
2637
$11.3K ﹤0.01%
2,766
-7,949
2638
$11.2K ﹤0.01%
588
2639
$11.2K ﹤0.01%
129
-30
2640
$11.2K ﹤0.01%
+430
2641
$11.1K ﹤0.01%
209
-2,719
2642
$11K ﹤0.01%
+500
2643
$11K ﹤0.01%
+420
2644
$11K ﹤0.01%
165
+35
2645
$11K ﹤0.01%
260
-317
2646
$11K ﹤0.01%
1,091
2647
$11K ﹤0.01%
54
-5
2648
$11K ﹤0.01%
1,021
+21
2649
$11K ﹤0.01%
420
2650
$11K ﹤0.01%
814
-994
104 105
106
107 108