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
276
$28.4M 0.03%
48,642
-711
277
$28.4M 0.03%
438,612
+27,597
278
$27.9M 0.02%
1,295,980
-100,000
279
$27.9M 0.02%
254,632
+236,012
280
$26.9M 0.02%
1,427,587
-28,507
281
$26.9M 0.02%
253,951
+15,300
282
$26.3M 0.02%
232,373
+24,021
283
$26.3M 0.02%
204,969
-163
284
$26.2M 0.02%
272,755
-14,620
285
$25.9M 0.02%
945,386
+557,574
286
$25.8M 0.02%
802,898
+800,383
287
$25.3M 0.02%
250,924
+67,233
288
$25M 0.02%
494,874
+106,032
289
$24.9M 0.02%
669,364
-115,459
290
$24.2M 0.02%
290,961
-10,493
291
$23.8M 0.02%
100,524
+90,272
292
$23.5M 0.02%
593,007
-53,354
293
$23.3M 0.02%
802,417
+36,422
294
$23.1M 0.02%
382,640
+63,108
295
$23.1M 0.02%
513,324
-517,436
296
$23M 0.02%
104,714
-4,275
297
$22.8M 0.02%
450,593
+203,395
298
$22.7M 0.02%
212,220
-14,108
299
$22.6M 0.02%
475,598
+116,634
300
$22.4M 0.02%
220,335
+31,223
10 11
12
13 14