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
351
$16.7M 0.01%
1,159,559
+442,988
352
$16.6M 0.01%
35,373
+1,291
353
$16.6M 0.01%
397,067
-25,536
354
$16.5M 0.01%
333,357
+142,887
355
$16.5M 0.01%
708,032
+35,849
356
$16.4M 0.01%
83,037
+3,363
357
$16.4M 0.01%
184,592
-24,376
358
$16.2M 0.01%
245,595
+10,961
359
$16.1M 0.01%
7,862
-4,430
360
$16.1M 0.01%
136,898
-3,099
361
$16M 0.01%
276,106
-26,594
362
$15.8M 0.01%
178,770
-170,164
363
$15.5M 0.01%
57,201
-2,753
364
$15.4M 0.01%
161,688
+1,649
365
$15M 0.01%
125,514
+18,307
366
$14.7M 0.01%
343,008
+125,132
367
$14.7M 0.01%
308,406
-89,500
368
$14.7M 0.01%
221,965
+47,720
369
$14.6M 0.01%
16,349
-212
370
$14.6M 0.01%
624,626
+41,152
371
$14.5M 0.01%
288,549
+38,001
372
$14.5M 0.01%
58,086
+5,549
373
$14.5M 0.01%
125,642
-9,995
374
$14.5M 0.01%
191,573
+26,507
375
$14.4M 0.01%
615,983
+70,397
13 14
15
16 17