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
676
$3.89M ﹤0.01%
31,492
+4,512
677
$3.88M ﹤0.01%
67,529
-3,178
678
$3.87M ﹤0.01%
29,793
-2,048
679
$3.87M ﹤0.01%
33,629
+7,234
680
$3.86M ﹤0.01%
15,132
+484
681
$3.84M ﹤0.01%
29,231
+1,188
682
$3.8M ﹤0.01%
34,935
+629
683
$3.8M ﹤0.01%
49,576
-975
684
$3.76M ﹤0.01%
30,184
+3,718
685
$3.75M ﹤0.01%
147,501
+12,029
686
$3.75M ﹤0.01%
492,294
+2,651
687
$3.72M ﹤0.01%
159,653
-44,800
688
$3.71M ﹤0.01%
8,074
+1,340
689
$3.7M ﹤0.01%
9,109
+546
690
$3.66M ﹤0.01%
93,301
-7,018
691
$3.62M ﹤0.01%
71,306
-4,842
692
$3.62M ﹤0.01%
18,859
+2,213
693
$3.6M ﹤0.01%
70,918
+23,453
694
$3.59M ﹤0.01%
14,439
+300
695
$3.57M ﹤0.01%
337,784
-22,405
696
$3.56M ﹤0.01%
845
-14
697
$3.55M ﹤0.01%
138,561
+22,708
698
$3.55M ﹤0.01%
78,894
-78,894
699
$3.55M ﹤0.01%
14,921
-29,402
700
$3.53M ﹤0.01%
80,950
+7,191
26 27
28
29 30