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
3401
$233 ﹤0.01%
+50
3402
$232 ﹤0.01%
20
+7
3403
$228 ﹤0.01%
+5
3404
$222 ﹤0.01%
8
3405
$222 ﹤0.01%
40
3406
$212 ﹤0.01%
+118
3407
$208 ﹤0.01%
61
+60
3408
$207 ﹤0.01%
21
-1
3409
$206 ﹤0.01%
+4
3410
$201 ﹤0.01%
107
3411
$200 ﹤0.01%
+5
3412
$196 ﹤0.01%
+80
3413
$195 ﹤0.01%
5
3414
$193 ﹤0.01%
5
3415
$189 ﹤0.01%
4
-200
3416
$189 ﹤0.01%
2
3417
$181 ﹤0.01%
20
-5
3418
$180 ﹤0.01%
8
3419
$174 ﹤0.01%
+25
3420
$174 ﹤0.01%
25
-10
3421
$172 ﹤0.01%
+20
3422
$167 ﹤0.01%
+2
3423
$163 ﹤0.01%
6
-1,610
3424
$162 ﹤0.01%
+6
3425
$161 ﹤0.01%
+18
135 136
137
138 139