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
751
$2.9M ﹤0.01%
31,766
-38,247
752
$2.89M ﹤0.01%
180,257
+31,450
753
$2.88M ﹤0.01%
9,066
+299
754
$2.88M ﹤0.01%
22,309
+5,478
755
$2.87M ﹤0.01%
45,384
-1,577
756
$2.86M ﹤0.01%
49,620
+14,879
757
$2.85M ﹤0.01%
49,517
+12,127
758
$2.83M ﹤0.01%
11,299
-10,321
759
$2.78M ﹤0.01%
11,533
-84
760
$2.76M ﹤0.01%
26,602
-33,825
761
$2.76M ﹤0.01%
21,330
-483
762
$2.76M ﹤0.01%
351,306
+56,595
763
$2.75M ﹤0.01%
26,920
-2,010
764
$2.75M ﹤0.01%
39,645
-538
765
$2.74M ﹤0.01%
12,440
-160
766
$2.74M ﹤0.01%
90,005
-22,520
767
$2.72M ﹤0.01%
30,453
+1,771
768
$2.71M ﹤0.01%
24,904
+994
769
$2.71M ﹤0.01%
65,307
+9,651
770
$2.71M ﹤0.01%
+50,614
771
$2.7M ﹤0.01%
110,248
+34,050
772
$2.67M ﹤0.01%
8,942
+417
773
$2.66M ﹤0.01%
75,774
+5,373
774
$2.65M ﹤0.01%
117,820
+111,262
775
$2.65M ﹤0.01%
40,914
+6,824
29 30
31
32 33