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
701
$3.51M ﹤0.01%
92,782
+16,947
702
$3.51M ﹤0.01%
177,051
+47,823
703
$3.49M ﹤0.01%
86,391
-14,754
704
$3.48M ﹤0.01%
76,973
+3,184
705
$3.46M ﹤0.01%
35,812
+1,487
706
$3.43M ﹤0.01%
21,808
-2,114
707
$3.43M ﹤0.01%
12,193
+3,772
708
$3.43M ﹤0.01%
31,337
+730
709
$3.39M ﹤0.01%
111,871
+15,763
710
$3.38M ﹤0.01%
164,321
+29,334
711
$3.37M ﹤0.01%
24,002
+1,113
712
$3.36M ﹤0.01%
71,572
+6,029
713
$3.34M ﹤0.01%
20,622
+5,206
714
$3.33M ﹤0.01%
41,502
-7,601
715
$3.32M ﹤0.01%
277,559
+34,531
716
$3.3M ﹤0.01%
54,003
+3,135
717
$3.29M ﹤0.01%
37,389
-896
718
$3.28M ﹤0.01%
50,717
+488
719
$3.28M ﹤0.01%
14,561
+1,938
720
$3.27M ﹤0.01%
15,459
-20,414
721
$3.25M ﹤0.01%
36,799
+20,522
722
$3.24M ﹤0.01%
40,295
+954
723
$3.23M ﹤0.01%
28,231
-10,529
724
$3.23M ﹤0.01%
39,105
+778
725
$3.21M ﹤0.01%
39,915
-381
27 28
29
30 31