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
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
3801
– –
-1,408
3802
– –
-3
3803
– –
-226
3804
– –
-10
3805
– –
-1,322
3806
– –
-475
3807
– –
-366
3808
– –
-2,500
3809
– –
-108
3810
– –
-14
3811
– –
-385
3812
– –
-308
3813
– –
-100
3814
– –
-24
3815
– –
-200
3816
– –
-61
3817
– –
-174
3818
– –
0
3819
– –
-20
3820
– –
-133
3821
– –
-5
3822
– –
-1,800
3823
– –
-300
3824
– –
-524
3825
– –
-14
151 152
153
154 155