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
3201
$1.07K ﹤0.01%
+31
3202
$1.07K ﹤0.01%
+24
3203
$1.07K ﹤0.01%
87
3204
$1.06K ﹤0.01%
15
3205
$1.06K ﹤0.01%
+25
3206
$1.05K ﹤0.01%
+80
3207
$1.05K ﹤0.01%
+33
3208
$1.04K ﹤0.01%
54
3209
$1.04K ﹤0.01%
+30
3210
$1.03K ﹤0.01%
+13
3211
$1.03K ﹤0.01%
+8
3212
$1.03K ﹤0.01%
597
+360
3213
$1.02K ﹤0.01%
+36
3214
$1.02K ﹤0.01%
64
-5
3215
$1.01K ﹤0.01%
244
+44
3216
$1K ﹤0.01%
+35
3217
$992 ﹤0.01%
+110
3218
$984 ﹤0.01%
202
3219
$980 ﹤0.01%
43
3220
$978 ﹤0.01%
+600
3221
$974 ﹤0.01%
+129
3222
$971 ﹤0.01%
+14
3223
$970 ﹤0.01%
1,000
-2,400
3224
$966 ﹤0.01%
+174
3225
$962 ﹤0.01%
+36
127 128
129
130 131