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
2851
$5.42K ﹤0.01%
57
+26
2852
$5.41K ﹤0.01%
263
2853
$5.4K ﹤0.01%
280
2854
$5.36K ﹤0.01%
1,009
2855
$5.34K ﹤0.01%
1,291
+500
2856
$5.34K ﹤0.01%
50
2857
$5.33K ﹤0.01%
222
2858
$5.3K ﹤0.01%
79
-1
2859
$5.29K ﹤0.01%
+62
2860
$5.28K ﹤0.01%
+496
2861
$5.27K ﹤0.01%
177
2862
$5.25K ﹤0.01%
+163
2863
$5.25K ﹤0.01%
210
2864
$5.21K ﹤0.01%
82
-122
2865
$5.15K ﹤0.01%
+201
2866
$5.1K ﹤0.01%
125
-392
2867
$5.09K ﹤0.01%
650
-8,330
2868
$5.05K ﹤0.01%
200
2869
$5.04K ﹤0.01%
2,000
2870
$5.04K ﹤0.01%
2,300
-1,015
2871
$5.01K ﹤0.01%
+80
2872
$5K ﹤0.01%
193
+18
2873
$5K ﹤0.01%
+327
2874
$4.99K ﹤0.01%
1,067
-491
2875
$4.99K ﹤0.01%
+502
113 114
115
116 117