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
2651
$11K ﹤0.01%
+228
2652
$10.9K ﹤0.01%
681
+252
2653
$10.9K ﹤0.01%
1,225
-995
2654
$10.8K ﹤0.01%
+350
2655
$10.8K ﹤0.01%
140
2656
$10.7K ﹤0.01%
274
2657
$10.7K ﹤0.01%
2,780
2658
$10.7K ﹤0.01%
160
2659
$10.6K ﹤0.01%
210
2660
$10.6K ﹤0.01%
1,174
+22
2661
$10.6K ﹤0.01%
335
2662
$10.6K ﹤0.01%
218
2663
$10.6K ﹤0.01%
10,000
2664
$10.6K ﹤0.01%
+43
2665
$10.5K ﹤0.01%
600
-99
2666
$10.4K ﹤0.01%
230
2667
$10.3K ﹤0.01%
151
-694
2668
$10.3K ﹤0.01%
511
-136
2669
$10.2K ﹤0.01%
614
-505
2670
$10.2K ﹤0.01%
280
2671
$10.2K ﹤0.01%
940
-1,352
2672
$10.2K ﹤0.01%
+271
2673
$10.1K ﹤0.01%
3,065
2674
$10.1K ﹤0.01%
+363
2675
$10.1K ﹤0.01%
2,000
-6,615
105 106
107
108 109