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
376
$14.4M 0.01%
69,796
+52,337
377
$14.4M 0.01%
229,238
-9,892
378
$14.3M 0.01%
148,335
+120,910
379
$14.2M 0.01%
92,687
+7,192
380
$14.2M 0.01%
148,050
+82,613
381
$14.1M 0.01%
558,901
+2,780
382
$13.9M 0.01%
273,922
+41,945
383
$13.8M 0.01%
130,243
-24,722
384
$13.7M 0.01%
170,600
-9,807
385
$13.7M 0.01%
158,768
+5,575
386
$13.5M 0.01%
124,713
+13,421
387
$13.5M 0.01%
185,634
+3,055
388
$13.3M 0.01%
87,525
-150,468
389
$13.3M 0.01%
147,328
-36
390
$13.2M 0.01%
327,373
+263,327
391
$13.2M 0.01%
93,019
-4,378
392
$13.2M 0.01%
48,682
+20,753
393
$13.1M 0.01%
146,367
+3,487
394
$13.1M 0.01%
431,819
+3,647
395
$13.1M 0.01%
192,408
-575,546
396
$13M 0.01%
181,425
-9,727
397
$12.9M 0.01%
124,015
-10,405
398
$12.9M 0.01%
568,916
+183,561
399
$12.8M 0.01%
148,889
+37,685
400
$12.8M 0.01%
397,586
+390,632
14 15
16
17 18