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
301
$22.1M 0.02%
415,419
-7,913
302
$22.1M 0.02%
483,511
+35,812
303
$22M 0.02%
224,134
+53,123
304
$21.9M 0.02%
184,637
+50,274
305
$21.9M 0.02%
815,874
-125,163
306
$21.6M 0.02%
861,584
+1,251
307
$21.6M 0.02%
474,231
-14,515
308
$21.4M 0.02%
872,632
+300,402
309
$21.3M 0.02%
64,287
+2,913
310
$21.3M 0.02%
452,965
+105,965
311
$21M 0.02%
418,084
+10,771
312
$20.9M 0.02%
1,020,823
+286,256
313
$20.8M 0.02%
177,846
+55,647
314
$20.7M 0.02%
423,089
+3,662
315
$20.6M 0.02%
566,046
+18,216
316
$20.5M 0.02%
841,583
-1,532,590
317
$20.2M 0.02%
381,646
-365,062
318
$20.2M 0.02%
635,774
+376,964
319
$19.9M 0.02%
609,110
+61,078
320
$19.6M 0.02%
115,280
+4,324
321
$19.3M 0.02%
801,123
+15,518
322
$19.2M 0.02%
437,015
-7,708
323
$19.1M 0.02%
792,075
+616,971
324
$19.1M 0.02%
457,170
+11,096
325
$19.1M 0.02%
124,511
+5,623
11 12
13
14 15