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
3501
$35 ﹤0.01%
15
3502
$35 ﹤0.01%
+1
3503
$34 ﹤0.01%
+8
3504
$34 ﹤0.01%
20
3505
$31 ﹤0.01%
10
-58
3506
$31 ﹤0.01%
1
3507
$29 ﹤0.01%
+1
3508
$29 ﹤0.01%
1
-186
3509
$29 ﹤0.01%
25
3510
$27 ﹤0.01%
+3
3511
$27 ﹤0.01%
1
-180
3512
$27 ﹤0.01%
+90
3513
$27 ﹤0.01%
+9
3514
$26 ﹤0.01%
12
+5
3515
$24 ﹤0.01%
10
3516
$21 ﹤0.01%
+10
3517
$21 ﹤0.01%
+10
3518
$18 ﹤0.01%
2
3519
$18 ﹤0.01%
+1
3520
$17 ﹤0.01%
341
3521
– –
0
3522
$16 ﹤0.01%
16
+13
3523
$16 ﹤0.01%
+5
3524
$15 ﹤0.01%
1
3525
$14 ﹤0.01%
3
-8
139 140
141
142 143