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
3026
$2.77K ﹤0.01%
338
+37
3027
$2.76K ﹤0.01%
+264
3028
$2.75K ﹤0.01%
5,867
3029
$2.75K ﹤0.01%
174
3030
$2.74K ﹤0.01%
+800
3031
$2.74K ﹤0.01%
238
-2,290
3032
$2.73K ﹤0.01%
+18
3033
$2.72K ﹤0.01%
50
3034
$2.72K ﹤0.01%
400
3035
$2.71K ﹤0.01%
+152
3036
$2.71K ﹤0.01%
+350
3037
$2.68K ﹤0.01%
90
3038
$2.68K ﹤0.01%
458
+103
3039
$2.65K ﹤0.01%
65
3040
$2.64K ﹤0.01%
+133
3041
$2.62K ﹤0.01%
86
3042
$2.6K ﹤0.01%
+119
3043
$2.59K ﹤0.01%
100
3044
$2.58K ﹤0.01%
73
3045
$2.57K ﹤0.01%
124
3046
$2.56K ﹤0.01%
66
3047
$2.52K ﹤0.01%
+17
3048
$2.51K ﹤0.01%
+125
3049
$2.5K ﹤0.01%
80
+11
3050
$2.5K ﹤0.01%
100
120 121
122
123 124