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
476
$9.06M 0.01%
151,309
-7,268
477
$9.05M 0.01%
80,947
-1,662
478
$9.03M 0.01%
173,788
+16,429
479
$9.01M 0.01%
17,056
+963
480
$8.87M 0.01%
312,302
+9,612
481
$8.85M 0.01%
428,468
-458,135
482
$8.77M 0.01%
98,125
+8,253
483
$8.7M 0.01%
55,815
+181
484
$8.69M 0.01%
72,701
+20,194
485
$8.67M 0.01%
67,558
+46,815
486
$8.63M 0.01%
100,589
+85,465
487
$8.61M 0.01%
19,147
-150
488
$8.55M 0.01%
133,891
+35,760
489
$8.55M 0.01%
116,435
-9,868
490
$8.54M 0.01%
19,933
+17,862
491
$8.52M 0.01%
248,524
+24,660
492
$8.47M 0.01%
185,226
-2,770
493
$8.38M 0.01%
197,857
+5,942
494
$8.37M 0.01%
29,012
+3,316
495
$8.31M 0.01%
82,354
+16,230
496
$8.31M 0.01%
373,136
-119,580
497
$8.26M 0.01%
131,976
+6,280
498
$8.16M 0.01%
70,942
+4,062
499
$8.12M 0.01%
86,809
+22,493
500
$8.09M 0.01%
96,597
-20,316
18 19
20
21 22