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
3101
$1.83K ﹤0.01%
59
-41
3102
$1.83K ﹤0.01%
111
+39
3103
$1.83K ﹤0.01%
70
-28
3104
$1.82K ﹤0.01%
+400
3105
$1.81K ﹤0.01%
108
+77
3106
$1.81K ﹤0.01%
+61
3107
$1.8K ﹤0.01%
96
-37
3108
$1.8K ﹤0.01%
140
3109
$1.79K ﹤0.01%
261
+5
3110
$1.79K ﹤0.01%
225
3111
$1.77K ﹤0.01%
+24
3112
$1.77K ﹤0.01%
+28
3113
$1.77K ﹤0.01%
100
3114
$1.75K ﹤0.01%
43
-7
3115
$1.73K ﹤0.01%
33
3116
$1.73K ﹤0.01%
+27
3117
$1.72K ﹤0.01%
275
3118
$1.72K ﹤0.01%
+600
3119
$1.71K ﹤0.01%
+14
3120
$1.71K ﹤0.01%
+25
3121
$1.71K ﹤0.01%
600
3122
$1.71K ﹤0.01%
110
-3,041
3123
$1.71K ﹤0.01%
65
3124
$1.7K ﹤0.01%
51
3125
$1.69K ﹤0.01%
+51
123 124
125
126 127