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
2901
$4.73K ﹤0.01%
580
+500
2902
$4.73K ﹤0.01%
60
2903
$4.68K ﹤0.01%
93
2904
$4.68K ﹤0.01%
300
2905
$4.67K ﹤0.01%
129
+101
2906
$4.62K ﹤0.01%
162
-55
2907
$4.62K ﹤0.01%
492
-178
2908
$4.58K ﹤0.01%
55
2909
$4.53K ﹤0.01%
234
2910
$4.51K ﹤0.01%
150
2911
$4.5K ﹤0.01%
650
2912
$4.49K ﹤0.01%
+185
2913
$4.49K ﹤0.01%
20
-26
2914
$4.47K ﹤0.01%
300
-1,192
2915
$4.42K ﹤0.01%
530
2916
$4.4K ﹤0.01%
+185
2917
$4.39K ﹤0.01%
77
2918
$4.39K ﹤0.01%
110
-319
2919
$4.37K ﹤0.01%
349
-24
2920
$4.32K ﹤0.01%
+824
2921
$4.32K ﹤0.01%
500
+440
2922
$4.27K ﹤0.01%
32
+30
2923
$4.24K ﹤0.01%
+89
2924
$4.24K ﹤0.01%
21
-22
2925
$4.23K ﹤0.01%
+433
115 116
117
118 119