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
2701
$9.27K ﹤0.01%
425
2702
$9.24K ﹤0.01%
+160
2703
$9.16K ﹤0.01%
220
2704
$9.09K ﹤0.01%
150
-40
2705
$9.09K ﹤0.01%
+378
2706
$9.08K ﹤0.01%
2,000
2707
$9.06K ﹤0.01%
+355
2708
$9.04K ﹤0.01%
274
2709
$8.92K ﹤0.01%
1,582
+312
2710
$8.87K ﹤0.01%
462
+451
2711
$8.86K ﹤0.01%
9,150
2712
$8.85K ﹤0.01%
357
+218
2713
$8.82K ﹤0.01%
1,700
-1,602
2714
$8.8K ﹤0.01%
115
2715
$8.8K ﹤0.01%
56
2716
$8.79K ﹤0.01%
194
+152
2717
$8.71K ﹤0.01%
290
-72
2718
$8.71K ﹤0.01%
184
+167
2719
$8.7K ﹤0.01%
1,033
-71
2720
$8.66K ﹤0.01%
56
2721
$8.57K ﹤0.01%
+77
2722
$8.38K ﹤0.01%
+400
2723
$8.37K ﹤0.01%
517
2724
$8.34K ﹤0.01%
+135
2725
$8.33K ﹤0.01%
130
+34
107 108
109
110 111