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
3251
$802 ﹤0.01%
8
3252
$793 ﹤0.01%
16
+4
3253
$788 ﹤0.01%
+36
3254
$785 ﹤0.01%
500
3255
$783 ﹤0.01%
+17
3256
$780 ﹤0.01%
+35
3257
$779 ﹤0.01%
27
-26
3258
$774 ﹤0.01%
6
3259
$770 ﹤0.01%
500
3260
$767 ﹤0.01%
+280
3261
$733 ﹤0.01%
105
3262
$724 ﹤0.01%
67
+66
3263
$720 ﹤0.01%
201
+200
3264
$714 ﹤0.01%
+8
3265
$713 ﹤0.01%
50
-20
3266
$708 ﹤0.01%
20
3267
$708 ﹤0.01%
+855
3268
$704 ﹤0.01%
+28
3269
$680 ﹤0.01%
241
+100
3270
$678 ﹤0.01%
+22
3271
$672 ﹤0.01%
30
+22
3272
$671 ﹤0.01%
25
3273
$663 ﹤0.01%
+15
3274
$658 ﹤0.01%
+170
3275
$653 ﹤0.01%
+13
129 130
131
132 133