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
2726
$8.29K ﹤0.01%
75
+12
2727
$8.29K ﹤0.01%
159
+134
2728
$8.29K ﹤0.01%
+171
2729
$8.28K ﹤0.01%
170
-1,666
2730
$8.27K ﹤0.01%
167
-162
2731
$8.27K ﹤0.01%
178
+149
2732
$8.18K ﹤0.01%
1,100
2733
$8.16K ﹤0.01%
+200
2734
$8.13K ﹤0.01%
+932
2735
$8.13K ﹤0.01%
503
2736
$8.09K ﹤0.01%
82
-76
2737
$8.08K ﹤0.01%
113
+85
2738
$8.07K ﹤0.01%
+108
2739
$8.06K ﹤0.01%
300
-200
2740
$8.05K ﹤0.01%
225
2741
$8.01K ﹤0.01%
200
2742
$7.99K ﹤0.01%
366
-381
2743
$7.99K ﹤0.01%
1,000
2744
$7.98K ﹤0.01%
262
+5
2745
$7.98K ﹤0.01%
+164
2746
$7.97K ﹤0.01%
125
-1
2747
$7.91K ﹤0.01%
+79
2748
$7.88K ﹤0.01%
+106
2749
$7.84K ﹤0.01%
226
+16
2750
$7.83K ﹤0.01%
714
-157
108 109
110
111 112