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
3151
$1.46K ﹤0.01%
+119
3152
$1.46K ﹤0.01%
+100
3153
$1.45K ﹤0.01%
+56
3154
$1.44K ﹤0.01%
+58
3155
$1.44K ﹤0.01%
+817
3156
$1.41K ﹤0.01%
76
3157
$1.39K ﹤0.01%
82
-24
3158
$1.39K ﹤0.01%
+80
3159
$1.35K ﹤0.01%
571
3160
$1.35K ﹤0.01%
+35
3161
$1.35K ﹤0.01%
+500
3162
$1.35K ﹤0.01%
+58
3163
$1.34K ﹤0.01%
44
+14
3164
$1.3K ﹤0.01%
40
+8
3165
$1.3K ﹤0.01%
10
-36
3166
$1.3K ﹤0.01%
276
+218
3167
$1.28K ﹤0.01%
+277
3168
$1.28K ﹤0.01%
300
3169
$1.28K ﹤0.01%
+129
3170
$1.28K ﹤0.01%
16
-452
3171
$1.28K ﹤0.01%
30
3172
$1.27K ﹤0.01%
450
+350
3173
$1.25K ﹤0.01%
31
+26
3174
$1.23K ﹤0.01%
+113
3175
$1.23K ﹤0.01%
+22
125 126
127
128 129