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
401
$12.4M 0.01%
231,237
+69,285
402
$12.2M 0.01%
134,624
+14,694
403
$12.2M 0.01%
63,724
-3,169
404
$12.2M 0.01%
58,672
-60,122
405
$12.1M 0.01%
43,679
+374
406
$12.1M 0.01%
153,841
+16,224
407
$12M 0.01%
490,496
+40,892
408
$11.9M 0.01%
158,919
+16,502
409
$11.9M 0.01%
227,496
+213,633
410
$11.8M 0.01%
199,610
+10,629
411
$11.8M 0.01%
101,298
+8,555
412
$11.8M 0.01%
17
413
$11.7M 0.01%
24,595
+1,358
414
$11.6M 0.01%
69,661
-842
415
$11.6M 0.01%
291,654
+128,719
416
$11.6M 0.01%
393,691
+12,352
417
$11.5M 0.01%
85,482
+4,762
418
$11.5M 0.01%
121,971
+7,447
419
$11.5M 0.01%
480,055
-6,623
420
$11.5M 0.01%
230,096
-4,568
421
$11.5M 0.01%
171,136
+25,241
422
$11.4M 0.01%
119,276
+13,808
423
$11.4M 0.01%
59,973
+3,256
424
$11.4M 0.01%
187,145
+33,241
425
$11.2M 0.01%
37,099
-549
15 16
17
18 19