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
776
$2.63M ﹤0.01%
149,242
+44,765
777
$2.62M ﹤0.01%
20,576
-244
778
$2.6M ﹤0.01%
59,668
+2,106
779
$2.6M ﹤0.01%
57,389
-1,531
780
$2.59M ﹤0.01%
18,469
+3,803
781
$2.59M ﹤0.01%
99,052
-8,800
782
$2.59M ﹤0.01%
11,314
+445
783
$2.58M ﹤0.01%
63,642
+11,533
784
$2.57M ﹤0.01%
35,770
-1,323
785
$2.56M ﹤0.01%
62,729
-13,218
786
$2.55M ﹤0.01%
72,448
+12,304
787
$2.55M ﹤0.01%
28,248
-352
788
$2.53M ﹤0.01%
108,563
+1,162
789
$2.52M ﹤0.01%
26,287
+1,280
790
$2.51M ﹤0.01%
25,618
+8,747
791
$2.5M ﹤0.01%
33,479
+757
792
$2.49M ﹤0.01%
29,926
-8,538
793
$2.49M ﹤0.01%
11,309
-336
794
$2.48M ﹤0.01%
55,133
+54,262
795
$2.47M ﹤0.01%
64,253
-1
796
$2.44M ﹤0.01%
23,182
+11,465
797
$2.44M ﹤0.01%
24,662
+1,984
798
$2.44M ﹤0.01%
58,830
+1,259
799
$2.42M ﹤0.01%
63,951
+5,288
800
$2.42M ﹤0.01%
95,752
+6,862
30 31
32
33 34