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
826
$2.2M ﹤0.01%
100,168
-27,775
827
$2.2M ﹤0.01%
8,399
-436
828
$2.19M ﹤0.01%
+30,665
829
$2.19M ﹤0.01%
41,640
+2,480
830
$2.18M ﹤0.01%
30,728
+751
831
$2.18M ﹤0.01%
89,145
+28,687
832
$2.18M ﹤0.01%
91,724
+6,742
833
$2.17M ﹤0.01%
51,714
-6,698
834
$2.16M ﹤0.01%
82,328
+27,106
835
$2.14M ﹤0.01%
20,946
+2,403
836
$2.13M ﹤0.01%
35,722
-5,650
837
$2.12M ﹤0.01%
20,900
+96
838
$2.11M ﹤0.01%
65,002
+1,030
839
$2.11M ﹤0.01%
19,229
-4,252
840
$2.11M ﹤0.01%
20,338
+704
841
$2.09M ﹤0.01%
80,596
-88,689
842
$2.08M ﹤0.01%
64,641
-392
843
$2.08M ﹤0.01%
31,300
-403
844
$2.07M ﹤0.01%
13,303
+4,241
845
$2.04M ﹤0.01%
78,159
-12,227
846
$2.04M ﹤0.01%
32,946
+15,906
847
$2.04M ﹤0.01%
20,798
-15,670
848
$2.03M ﹤0.01%
70,923
+55,148
849
$2.03M ﹤0.01%
68,545
-7,967
850
$2.02M ﹤0.01%
38,597
-1,562
32 33
34
35 36