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
3226
$960 ﹤0.01%
1,000
3227
$958 ﹤0.01%
+10
3228
$949 ﹤0.01%
4
+3
3229
$948 ﹤0.01%
9
+4
3230
$947 ﹤0.01%
+21
3231
$946 ﹤0.01%
+21
3232
$945 ﹤0.01%
+78
3233
$939 ﹤0.01%
+58
3234
$934 ﹤0.01%
+38
3235
$933 ﹤0.01%
38
-135
3236
$906 ﹤0.01%
+153
3237
$899 ﹤0.01%
+18
3238
$893 ﹤0.01%
255
3239
$893 ﹤0.01%
+30
3240
$888 ﹤0.01%
20
-209
3241
$887 ﹤0.01%
2
-2
3242
$880 ﹤0.01%
64
-582
3243
$865 ﹤0.01%
21
+8
3244
$859 ﹤0.01%
53
-259
3245
$843 ﹤0.01%
+138
3246
$838 ﹤0.01%
27
+26
3247
$833 ﹤0.01%
+36
3248
$817 ﹤0.01%
17
-54
3249
$817 ﹤0.01%
50
+30
3250
$809 ﹤0.01%
+100
128 129
130
131 132