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
326
$19M 0.02%
127,112
-509
327
$18.9M 0.02%
928,832
+494,901
328
$18.9M 0.02%
241,004
+224,238
329
$18.9M 0.02%
100,029
+33,076
330
$18.9M 0.02%
170,448
-288,688
331
$18.4M 0.02%
572,797
+556,374
332
$18.2M 0.02%
+677,157
333
$18.2M 0.02%
82,177
-10,881
334
$18.1M 0.02%
250,826
+1,404
335
$18M 0.02%
748,811
-38,864
336
$18M 0.02%
358,027
-1,075,813
337
$17.7M 0.02%
145,936
+16,242
338
$17.7M 0.02%
48,966
+1,262
339
$17.4M 0.02%
72,607
+7,504
340
$17.3M 0.02%
377,434
-14,595
341
$17.3M 0.02%
378,271
+48,323
342
$17.1M 0.02%
487,960
+139,554
343
$17M 0.02%
174,881
-319,755
344
$17M 0.02%
188,909
+4,693
345
$17M 0.02%
513,384
+268,697
346
$17M 0.02%
52,686
+835
347
$17M 0.02%
316,103
+40,270
348
$17M 0.02%
724,327
+2,009
349
$16.9M 0.02%
51,680
-520
350
$16.8M 0.01%
763,370
+62,793
12 13
14
15 16