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
576
$6.01M 0.01%
88,471
+12,811
577
$5.92M 0.01%
36,356
-2,932
578
$5.91M 0.01%
44,068
-265
579
$5.89M 0.01%
11,638
+206
580
$5.88M 0.01%
79,605
+11,582
581
$5.79M 0.01%
56,408
+2,006
582
$5.77M 0.01%
12,397
-3,545
583
$5.72M 0.01%
214,680
+63,271
584
$5.72M 0.01%
46,523
-26
585
$5.7M 0.01%
24,331
+728
586
$5.69M 0.01%
126,994
-8,164
587
$5.69M 0.01%
233,547
+50,684
588
$5.69M 0.01%
70,014
-6,397
589
$5.68M 0.01%
238,970
-4,500
590
$5.63M 0.01%
215,660
+10,551
591
$5.61M 0.01%
84,650
+16,760
592
$5.54M ﹤0.01%
97,153
-1,728
593
$5.53M ﹤0.01%
79,700
-5,550
594
$5.52M ﹤0.01%
103,269
+88,954
595
$5.52M ﹤0.01%
86,945
+3,697
596
$5.51M ﹤0.01%
179,401
+57,413
597
$5.5M ﹤0.01%
37,760
+128
598
$5.49M ﹤0.01%
211,834
+140,971
599
$5.48M ﹤0.01%
118,747
+16,963
600
$5.43M ﹤0.01%
41,306
+1,857
22 23
24
25 26