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
426
$11.2M 0.01%
153,981
+80,236
427
$11.2M 0.01%
201,410
-116,486
428
$11.2M 0.01%
197,951
+5,063
429
$11.2M 0.01%
28,741
+5,908
430
$11.2M 0.01%
228,321
+214,478
431
$11.2M 0.01%
109,800
+31,207
432
$11.2M 0.01%
254,806
+35,142
433
$11.2M 0.01%
314,837
+68,573
434
$11.1M 0.01%
333,655
+263,490
435
$11.1M 0.01%
371,014
+9,386
436
$11M 0.01%
115,248
+9,692
437
$11M 0.01%
40,271
+5,941
438
$11M 0.01%
143,460
+20,595
439
$10.9M 0.01%
324,282
+13,146
440
$10.9M 0.01%
46,846
-11,771
441
$10.9M 0.01%
212,718
+1,609
442
$10.8M 0.01%
126,759
-59,298
443
$10.8M 0.01%
211,189
+948
444
$10.7M 0.01%
17,309
-34
445
$10.7M 0.01%
47,520
+429
446
$10.4M 0.01%
40,979
+3,809
447
$10.4M 0.01%
240,046
-6,017
448
$10.2M 0.01%
20,826
+368
449
$10.2M 0.01%
430,888
+72,617
450
$10.1M 0.01%
236,472
+120
16 17
18
19 20