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
626
$4.8M ﹤0.01%
78,064
+35,180
627
$4.79M ﹤0.01%
48,986
+3,404
628
$4.78M ﹤0.01%
25,912
+4,470
629
$4.77M ﹤0.01%
264,690
-201,686
630
$4.76M ﹤0.01%
210,593
+48,578
631
$4.72M ﹤0.01%
112,495
-19,567
632
$4.7M ﹤0.01%
+141,453
633
$4.7M ﹤0.01%
47,223
+8,151
634
$4.68M ﹤0.01%
9,270
-138
635
$4.64M ﹤0.01%
90,867
-55,661
636
$4.59M ﹤0.01%
50,653
+45,326
637
$4.59M ﹤0.01%
77,430
-32,939
638
$4.56M ﹤0.01%
62,505
+2,381
639
$4.56M ﹤0.01%
115,006
-840
640
$4.53M ﹤0.01%
192,782
+92,074
641
$4.5M ﹤0.01%
227,635
-6,030
642
$4.49M ﹤0.01%
16,721
-3,380
643
$4.48M ﹤0.01%
139,403
+10,720
644
$4.46M ﹤0.01%
174,580
+68,210
645
$4.45M ﹤0.01%
65,154
+13,460
646
$4.42M ﹤0.01%
43,627
-202
647
$4.37M ﹤0.01%
108,046
-5,370
648
$4.36M ﹤0.01%
24,590
+266
649
$4.36M ﹤0.01%
77,621
-66
650
$4.34M ﹤0.01%
43,975
-833
24 25
26
27 28