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
651
$4.31M ﹤0.01%
30,109
+3,437
652
$4.3M ﹤0.01%
54,126
+1,847
653
$4.3M ﹤0.01%
141,905
+54,745
654
$4.27M ﹤0.01%
174,201
-4,793
655
$4.26M ﹤0.01%
201,728
+18,514
656
$4.25M ﹤0.01%
22,036
+1,737
657
$4.22M ﹤0.01%
36,007
+3,556
658
$4.21M ﹤0.01%
8,951
+277
659
$4.17M ﹤0.01%
3,969
+148
660
$4.13M ﹤0.01%
8,359
-6,567
661
$4.12M ﹤0.01%
72,084
+3,228
662
$4.12M ﹤0.01%
33,990
-364
663
$4.11M ﹤0.01%
40,166
-12,626
664
$4.09M ﹤0.01%
77,649
-8,350
665
$4.09M ﹤0.01%
56,686
+4,049
666
$4.07M ﹤0.01%
48,477
-564
667
$4.07M ﹤0.01%
110,398
+5,698
668
$4.02M ﹤0.01%
60,948
-362,946
669
$4.01M ﹤0.01%
190,643
-818
670
$3.97M ﹤0.01%
48,109
-6,230
671
$3.94M ﹤0.01%
94,570
+13,250
672
$3.94M ﹤0.01%
79,061
-235,477
673
$3.93M ﹤0.01%
167,417
-57,203
674
$3.93M ﹤0.01%
59,939
+57,361
675
$3.9M ﹤0.01%
67,532
+4,272
25 26
27
28 29