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
3001
$3.11K ﹤0.01%
82
3002
$3.1K ﹤0.01%
+216
3003
$3.1K ﹤0.01%
+124
3004
$3.1K ﹤0.01%
99
-50,723
3005
$3.1K ﹤0.01%
208
3006
$3.07K ﹤0.01%
+32
3007
$3.05K ﹤0.01%
+77
3008
$3.03K ﹤0.01%
+386
3009
$3.01K ﹤0.01%
379
3010
$2.98K ﹤0.01%
215
-2,010
3011
$2.94K ﹤0.01%
+153
3012
$2.93K ﹤0.01%
+37
3013
$2.92K ﹤0.01%
80
3014
$2.92K ﹤0.01%
+32
3015
$2.89K ﹤0.01%
+315
3016
$2.88K ﹤0.01%
246
+156
3017
$2.88K ﹤0.01%
66
-87
3018
$2.85K ﹤0.01%
+74
3019
$2.8K ﹤0.01%
1,000
3020
$2.8K ﹤0.01%
100
-580
3021
$2.8K ﹤0.01%
+97
3022
$2.8K ﹤0.01%
+120
3023
$2.78K ﹤0.01%
+104
3024
$2.78K ﹤0.01%
279
-574
3025
$2.77K ﹤0.01%
90
+25
119 120
121
122 123