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
2751
$7.83K ﹤0.01%
200
2752
$7.83K ﹤0.01%
229
2753
$7.76K ﹤0.01%
76
-11
2754
$7.75K ﹤0.01%
+254
2755
$7.75K ﹤0.01%
151
+2
2756
$7.73K ﹤0.01%
+306
2757
$7.71K ﹤0.01%
28
+25
2758
$7.69K ﹤0.01%
1,000
2759
$7.68K ﹤0.01%
+2,666
2760
$7.67K ﹤0.01%
211
-97
2761
$7.66K ﹤0.01%
+67
2762
$7.65K ﹤0.01%
240
+6
2763
$7.64K ﹤0.01%
7,350
2764
$7.64K ﹤0.01%
101
+1
2765
$7.62K ﹤0.01%
95
2766
$7.59K ﹤0.01%
1,250
2767
$7.58K ﹤0.01%
202
+2
2768
$7.56K ﹤0.01%
+493
2769
$7.54K ﹤0.01%
323
-184
2770
$7.54K ﹤0.01%
+182
2771
$7.53K ﹤0.01%
1,371
-1,666
2772
$7.52K ﹤0.01%
148
-762
2773
$7.49K ﹤0.01%
370
-316
2774
$7.48K ﹤0.01%
+528
2775
$7.47K ﹤0.01%
183
109 110
111
112 113