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
801
$2.42M ﹤0.01%
55,785
+6,231
802
$2.41M ﹤0.01%
15,649
+3,595
803
$2.41M ﹤0.01%
32,872
-1,149
804
$2.39M ﹤0.01%
162,594
-19,639
805
$2.38M ﹤0.01%
25,252
+377
806
$2.38M ﹤0.01%
97,597
-1,776
807
$2.37M ﹤0.01%
40,369
+1,588
808
$2.35M ﹤0.01%
6,139
-940
809
$2.34M ﹤0.01%
27,965
+281
810
$2.33M ﹤0.01%
4,903
+397
811
$2.32M ﹤0.01%
26,053
-360
812
$2.31M ﹤0.01%
19,663
-108,471
813
$2.31M ﹤0.01%
3,963
+1,075
814
$2.31M ﹤0.01%
88,471
-29,906
815
$2.3M ﹤0.01%
33,002
+12,965
816
$2.29M ﹤0.01%
35,159
+970
817
$2.27M ﹤0.01%
13,604
-1,358
818
$2.26M ﹤0.01%
49,917
-312
819
$2.24M ﹤0.01%
8,783
+711
820
$2.24M ﹤0.01%
24,600
-230
821
$2.24M ﹤0.01%
25,567
-1,115
822
$2.23M ﹤0.01%
69,031
+4,860
823
$2.22M ﹤0.01%
2,506
+190
824
$2.22M ﹤0.01%
65,654
+2,554
825
$2.2M ﹤0.01%
34,285
+1,631
31 32
33
34 35