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
3476
$66 ﹤0.01%
+1
3477
$66 ﹤0.01%
4
3478
$65 ﹤0.01%
+25
3479
$65 ﹤0.01%
2
-170
3480
$65 ﹤0.01%
1
3481
$58 ﹤0.01%
+100
3482
$57 ﹤0.01%
10
3483
$55 ﹤0.01%
4
3484
$54 ﹤0.01%
8
+2
3485
$54 ﹤0.01%
+1
3486
$53 ﹤0.01%
2
-58
3487
$51 ﹤0.01%
+9
3488
$49 ﹤0.01%
2
3489
$48 ﹤0.01%
33
-40
3490
$48 ﹤0.01%
+2
3491
$45 ﹤0.01%
+3
3492
$45 ﹤0.01%
1,000
3493
$41 ﹤0.01%
+3
3494
$40 ﹤0.01%
1
-1
3495
$40 ﹤0.01%
8
-20
3496
$40 ﹤0.01%
+447
3497
$39 ﹤0.01%
7
+2
3498
$38 ﹤0.01%
+150
3499
$37 ﹤0.01%
11
3500
$37 ﹤0.01%
+20
138 139
140
141 142