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
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
51
$249M 0.22%
435,029
+10,822
52
$247M 0.22%
2,061,142
+52,641
53
$247M 0.22%
870,635
+2,435
54
$237M 0.21%
6,816,490
+1,045,316
55
$231M 0.21%
616,021
+539
56
$216M 0.19%
4,637,267
-811,987
57
$216M 0.19%
4,602,361
+79,651
58
$210M 0.19%
993,654
+17,034
59
$209M 0.19%
4,467,913
+2,968,780
60
$206M 0.18%
4,143,602
-125,593
61
$197M 0.18%
7,115,229
+268,110
62
$193M 0.17%
7,408,904
+1,462,516
63
$190M 0.17%
1,853,243
+607,546
64
$188M 0.17%
2,057,321
-48,439
65
$184M 0.16%
2,196,788
+182,450
66
$175M 0.16%
7,546,960
-173,552
67
$169M 0.15%
190,648
+36,542
68
$163M 0.14%
6,028,731
+358,934
69
$162M 0.14%
3,276,063
+2,324,171
70
$160M 0.14%
4,280,720
+502,695
71
$158M 0.14%
1,645,387
-19,353
72
$153M 0.14%
172,296
+452
73
$151M 0.13%
901,066
+89,019
74
$149M 0.13%
2,507,832
+375,062
75
$147M 0.13%
1,461,831
+113,848
1 2
3
4 5