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
501
$7.93M 0.01%
30,498
+16,928
502
$7.93M 0.01%
152,088
-4,453
503
$7.93M 0.01%
153,776
+10,768
504
$7.92M 0.01%
152,768
+147,619
505
$7.9M 0.01%
436,527
+49,986
506
$7.89M 0.01%
253,880
+157,654
507
$7.8M 0.01%
301,128
+25,417
508
$7.77M 0.01%
397,232
-27,148
509
$7.74M 0.01%
83,419
+3,114
510
$7.73M 0.01%
210,338
-4,482
511
$7.72M 0.01%
67,207
-21,056
512
$7.7M 0.01%
118,814
+5,319
513
$7.6M 0.01%
92,447
+10,269
514
$7.58M 0.01%
102,953
-871
515
$7.52M 0.01%
21,735
-2,183
516
$7.51M 0.01%
96,387
+10,224
517
$7.5M 0.01%
167,013
-342,562
518
$7.46M 0.01%
80,311
+50,648
519
$7.43M 0.01%
471,769
520
$7.4M 0.01%
36,850
+5,679
521
$7.35M 0.01%
+177,635
522
$7.33M 0.01%
27,959
-307
523
$7.3M 0.01%
32,732
+2,249
524
$7.3M 0.01%
250,655
+33,914
525
$7.29M 0.01%
248,001
-105,379
19 20
21
22 23