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
2951
$3.82K ﹤0.01%
+109
2952
$3.8K ﹤0.01%
190
-159
2953
$3.79K ﹤0.01%
896
2954
$3.78K ﹤0.01%
500
2955
$3.78K ﹤0.01%
77
2956
$3.77K ﹤0.01%
139
-47
2957
$3.74K ﹤0.01%
+336
2958
$3.74K ﹤0.01%
350
2959
$3.71K ﹤0.01%
162
+14
2960
$3.71K ﹤0.01%
89
2961
$3.69K ﹤0.01%
38
2962
$3.68K ﹤0.01%
302
-98
2963
$3.65K ﹤0.01%
465
+125
2964
$3.62K ﹤0.01%
211
+31
2965
$3.6K ﹤0.01%
65
+26
2966
$3.6K ﹤0.01%
28
+5
2967
$3.6K ﹤0.01%
37
+10
2968
$3.58K ﹤0.01%
58
+9
2969
$3.57K ﹤0.01%
237
-1,013
2970
$3.55K ﹤0.01%
+73
2971
$3.55K ﹤0.01%
663
-1,637
2972
$3.51K ﹤0.01%
+100
2973
$3.51K ﹤0.01%
46
2974
$3.47K ﹤0.01%
1,016
2975
$3.47K ﹤0.01%
633
117 118
119
120 121