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
3601
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-875
3602
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-14,155
3603
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-100
3604
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3605
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3606
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-907
3607
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3608
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-1
3609
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-267
3610
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-4
3611
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-15
3612
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-10,900
3613
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-325
3614
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-462
3615
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-241
3616
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-7,292
3617
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-23
3618
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-22
3619
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-2,965
3620
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-340
3621
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-2,700
3622
– –
-91
3623
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-97
3624
– –
-31
3625
– –
-300
143 144
145
146 147