Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $162B
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.35%
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
+$519M
2
+$394M
3
+$393M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$322M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$320M

Top Sells

1
+$152M
2
+$93.5M
3
+$82.9M
4
O icon
Realty Income
O
+$62.4M
5
WMT icon
Walmart Inc
WMT
+$54.3M

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
3526
$13 ﹤0.01%
2
3527
$13 ﹤0.01%
+1
3528
$12 ﹤0.01%
6
3529
$12 ﹤0.01%
+2
3530
$10 ﹤0.01%
1
3531
$9 ﹤0.01%
+3
3532
$8 ﹤0.01%
1
3533
$6 ﹤0.01%
+1
3534
– –
0
3535
– –
-54
3536
$4 ﹤0.01%
3
3537
$4 ﹤0.01%
1
3538
$3 ﹤0.01%
1
3539
$3 ﹤0.01%
1
3540
– –
0
3541
$3 ﹤0.01%
1
3542
$2 ﹤0.01%
1
3543
$2 ﹤0.01%
+14
3544
$2 ﹤0.01%
1
3545
– –
0
3546
$2 ﹤0.01%
+2
3547
– –
0
3548
– –
0
3549
– –
-6,913
3550
– –
-3
140 141
142
143 144