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
3326
$411 ﹤0.01%
100
-2,300
3327
$406 ﹤0.01%
10
3328
$405 ﹤0.01%
+13
3329
$403 ﹤0.01%
+43
3330
$399 ﹤0.01%
2
3331
$389 ﹤0.01%
111
3332
$387 ﹤0.01%
123
+61
3333
$387 ﹤0.01%
56
-372
3334
$385 ﹤0.01%
+15
3335
$376 ﹤0.01%
208
+56
3336
$375 ﹤0.01%
4
3337
$368 ﹤0.01%
+124
3338
$368 ﹤0.01%
34
-66
3339
$366 ﹤0.01%
64
3340
$365 ﹤0.01%
+420
3341
$360 ﹤0.01%
5
-44
3342
$358 ﹤0.01%
25
3343
$354 ﹤0.01%
34
+25
3344
$353 ﹤0.01%
+12
3345
$348 ﹤0.01%
31
+1
3346
$346 ﹤0.01%
17
-45
3347
$346 ﹤0.01%
+2
3348
$340 ﹤0.01%
54
+12
3349
$338 ﹤0.01%
25
+6
3350
$338 ﹤0.01%
227
-1
132 133
134
135 136