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
3076
$2.15K ﹤0.01%
282
+275
3077
$2.15K ﹤0.01%
531
+15
3078
$2.14K ﹤0.01%
+100
3079
$2.14K ﹤0.01%
+61
3080
$2.14K ﹤0.01%
+92
3081
$2.13K ﹤0.01%
580
3082
$2.13K ﹤0.01%
45
3083
$2.12K ﹤0.01%
+94
3084
$2.12K ﹤0.01%
+72
3085
$2.09K ﹤0.01%
+147
3086
$2.08K ﹤0.01%
112
+42
3087
$2.07K ﹤0.01%
152
-74
3088
$2.06K ﹤0.01%
49
+39
3089
$2.05K ﹤0.01%
+81
3090
$2.04K ﹤0.01%
100
+60
3091
$2.01K ﹤0.01%
50
3092
$2.01K ﹤0.01%
28
3093
$1.97K ﹤0.01%
+100
3094
$1.96K ﹤0.01%
+63
3095
$1.94K ﹤0.01%
+800
3096
$1.91K ﹤0.01%
+96
3097
$1.9K ﹤0.01%
+18
3098
$1.9K ﹤0.01%
+39
3099
$1.89K ﹤0.01%
2,500
+2,000
3100
$1.84K ﹤0.01%
+40
122 123
124
125 126