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
3051
$2.48K ﹤0.01%
1,500
3052
$2.42K ﹤0.01%
49
+41
3053
$2.4K ﹤0.01%
102
+30
3054
$2.4K ﹤0.01%
50
3055
$2.39K ﹤0.01%
145
3056
$2.39K ﹤0.01%
45
-355
3057
$2.39K ﹤0.01%
+40
3058
$2.34K ﹤0.01%
+69
3059
$2.3K ﹤0.01%
1,300
3060
$2.3K ﹤0.01%
112
+12
3061
$2.29K ﹤0.01%
15
3062
$2.28K ﹤0.01%
90
+84
3063
$2.27K ﹤0.01%
399
+14
3064
$2.26K ﹤0.01%
+130
3065
$2.25K ﹤0.01%
+19
3066
$2.24K ﹤0.01%
+26
3067
$2.23K ﹤0.01%
+127
3068
$2.23K ﹤0.01%
86
+64
3069
$2.22K ﹤0.01%
34
3070
$2.21K ﹤0.01%
+92
3071
$2.2K ﹤0.01%
76
-112
3072
$2.2K ﹤0.01%
400
+300
3073
$2.19K ﹤0.01%
+59
3074
$2.17K ﹤0.01%
200
-11,941
3075
$2.17K ﹤0.01%
31
-1
121 122
123
124 125