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
526
$7.22M 0.01%
37,861
+20,176
527
$7.22M 0.01%
19,594
+2,025
528
$7.21M 0.01%
80,925
-304
529
$7.18M 0.01%
50,475
+2,901
530
$7.13M 0.01%
38,581
-816
531
$7.09M 0.01%
12,748
-40
532
$7.09M 0.01%
23,821
+2,458
533
$7.07M 0.01%
68,088
-20,536
534
$7.06M 0.01%
70,948
+53,138
535
$7.02M 0.01%
155,260
+4,971
536
$7M 0.01%
28,166
-1,362
537
$6.99M 0.01%
20,171
-504
538
$6.96M 0.01%
36,694
-488
539
$6.95M 0.01%
30,210
+708
540
$6.94M 0.01%
92,370
+22,987
541
$6.93M 0.01%
136,924
-89,208
542
$6.9M 0.01%
91,749
+33,315
543
$6.9M 0.01%
50,581
-18,148
544
$6.88M 0.01%
54,522
-2,032
545
$6.88M 0.01%
484,736
+90,740
546
$6.88M 0.01%
+158,856
547
$6.86M 0.01%
38,476
+103
548
$6.85M 0.01%
142,704
+11,718
549
$6.85M 0.01%
40,540
+442
550
$6.83M 0.01%
26,256
-7,532
20 21
22
23 24