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
601
$5.4M ﹤0.01%
134,582
+9,910
602
$5.31M ﹤0.01%
98,382
+10,081
603
$5.3M ﹤0.01%
116,197
+2,373
604
$5.28M ﹤0.01%
105,527
+38,421
605
$5.26M ﹤0.01%
40,294
-4,528
606
$5.24M ﹤0.01%
85,837
+2,579
607
$5.22M ﹤0.01%
80,419
+2,531
608
$5.22M ﹤0.01%
80,113
+4,643
609
$5.21M ﹤0.01%
95,344
+151
610
$5.19M ﹤0.01%
88,240
-3,372
611
$5.18M ﹤0.01%
107,443
+90,498
612
$5.17M ﹤0.01%
93,998
+4,492
613
$5.15M ﹤0.01%
87,947
+19,723
614
$5.08M ﹤0.01%
39,664
-141
615
$5.05M ﹤0.01%
42,136
+7,653
616
$4.98M ﹤0.01%
368,977
-26,642
617
$4.97M ﹤0.01%
64,043
-50,090
618
$4.93M ﹤0.01%
223,211
+11,297
619
$4.92M ﹤0.01%
177,968
-86,213
620
$4.87M ﹤0.01%
106,746
+106,627
621
$4.86M ﹤0.01%
142,728
-55,828
622
$4.85M ﹤0.01%
51,230
+2,906
623
$4.85M ﹤0.01%
62,143
-1,244
624
$4.83M ﹤0.01%
119,051
+6,749
625
$4.82M ﹤0.01%
52,936
+8,148
23 24
25
26 27