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
3301
$548 ﹤0.01%
40
-363
3302
$545 ﹤0.01%
5
3303
$517 ﹤0.01%
+12
3304
$517 ﹤0.01%
+60
3305
$514 ﹤0.01%
162
+101
3306
$494 ﹤0.01%
12
-38
3307
$484 ﹤0.01%
+41
3308
$480 ﹤0.01%
80
-11,265
3309
$477 ﹤0.01%
+21
3310
$476 ﹤0.01%
5
3311
$463 ﹤0.01%
51
-1,849
3312
$459 ﹤0.01%
+25
3313
$458 ﹤0.01%
+56
3314
$454 ﹤0.01%
28
+25
3315
$452 ﹤0.01%
4
-29
3316
$450 ﹤0.01%
+100
3317
$448 ﹤0.01%
579
3318
$440 ﹤0.01%
+35
3319
$439 ﹤0.01%
+93
3320
$439 ﹤0.01%
375
3321
$435 ﹤0.01%
50
+14
3322
$430 ﹤0.01%
+9
3323
$416 ﹤0.01%
66
-363
3324
$416 ﹤0.01%
+347
3325
$411 ﹤0.01%
19
+17
131 132
133
134 135