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
251
$36.3M 0.03%
1,574,924
+453,181
252
$35.7M 0.03%
314,380
+2,128
253
$35.2M 0.03%
743,877
+29,386
254
$35.1M 0.03%
963,965
+164,058
255
$34.9M 0.03%
55,228
+4,936
256
$34.3M 0.03%
318,739
-52,885
257
$34.2M 0.03%
446,568
-12,661
258
$33.2M 0.03%
459,195
-9,604
259
$33.2M 0.03%
118,382
+33,657
260
$33.2M 0.03%
245,800
+9,018
261
$33.2M 0.03%
873,832
+872,725
262
$32.9M 0.03%
102,228
+10,421
263
$32.8M 0.03%
92,905
+822
264
$32.4M 0.03%
190,041
+20,933
265
$31.7M 0.03%
144,893
-10,237
266
$31.4M 0.03%
1,313,958
+49,836
267
$30.8M 0.03%
623,166
-75,115
268
$30.4M 0.03%
150,144
-52,996
269
$30.4M 0.03%
276,382
+22,376
270
$30.3M 0.03%
31,885
-32,497
271
$29.9M 0.03%
826,225
-2,474
272
$29.7M 0.03%
253,067
+180,543
273
$29.7M 0.03%
203,110
-4,245
274
$29.2M 0.03%
1,008,579
+155,578
275
$28.7M 0.03%
546,504
+95,940
9 10
11
12 13