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
551
$6.81M 0.01%
180,745
+98,882
552
$6.8M 0.01%
183,028
+17,430
553
$6.77M 0.01%
179,892
-6,378
554
$6.77M 0.01%
84,268
+1,768
555
$6.73M 0.01%
4,715
+218
556
$6.7M 0.01%
79,960
-9,909
557
$6.6M 0.01%
38,282
-61,848
558
$6.59M 0.01%
66,161
+19,148
559
$6.56M 0.01%
103,509
-1,048,698
560
$6.56M 0.01%
79,544
-1,125
561
$6.52M 0.01%
169,177
-8,003
562
$6.47M 0.01%
123,049
+4,895
563
$6.45M 0.01%
353,286
-51,496
564
$6.3M 0.01%
53,028
+934
565
$6.3M 0.01%
245,588
+67,741
566
$6.25M 0.01%
266,523
-39,845
567
$6.25M 0.01%
30,340
-672
568
$6.19M 0.01%
120,842
-1,107
569
$6.16M 0.01%
142,646
-8,190
570
$6.13M 0.01%
92,613
+52,950
571
$6.12M 0.01%
189,507
-8,382
572
$6.1M 0.01%
113,592
+25,571
573
$6.1M 0.01%
98,030
+500
574
$6.02M 0.01%
103,485
+9,855
575
$6.01M 0.01%
53,628
-2,921
21 22
23
24 25