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
2976
$3.44K ﹤0.01%
105
-168
2977
$3.42K ﹤0.01%
140
+44
2978
$3.42K ﹤0.01%
419
2979
$3.41K ﹤0.01%
+84
2980
$3.4K ﹤0.01%
+97
2981
$3.4K ﹤0.01%
117
+61
2982
$3.38K ﹤0.01%
+29
2983
$3.38K ﹤0.01%
136
-907
2984
$3.37K ﹤0.01%
+27
2985
$3.34K ﹤0.01%
342
-150
2986
$3.33K ﹤0.01%
+72
2987
$3.33K ﹤0.01%
+43
2988
$3.32K ﹤0.01%
100
2989
$3.28K ﹤0.01%
157
+155
2990
$3.25K ﹤0.01%
250
+7
2991
$3.24K ﹤0.01%
762
2992
$3.21K ﹤0.01%
30
-36
2993
$3.16K ﹤0.01%
257
-542
2994
$3.15K ﹤0.01%
127
+58
2995
$3.13K ﹤0.01%
250
2996
$3.13K ﹤0.01%
+69
2997
$3.13K ﹤0.01%
435
-94
2998
$3.12K ﹤0.01%
+27
2999
$3.12K ﹤0.01%
50
3000
$3.11K ﹤0.01%
+88
118 119
120
121 122