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
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
$5 ﹤0.01%
+1
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
$2 ﹤0.01%
+1
3546
$2 ﹤0.01%
+2
3547
$1 ﹤0.01%
1
3548
– –
0
3549
– –
-200
3550
– –
-7
140 141
142
143 144