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
851
$2.02M ﹤0.01%
21,852
-4,137
852
$2.02M ﹤0.01%
20,871
+291
853
$2.01M ﹤0.01%
53,007
-25,999
854
$2.01M ﹤0.01%
56,477
-4,251
855
$1.99M ﹤0.01%
5,104
+751
856
$1.98M ﹤0.01%
31,142
+550
857
$1.97M ﹤0.01%
45,976
-343
858
$1.96M ﹤0.01%
36,009
+2,961
859
$1.96M ﹤0.01%
31,504
-1,205
860
$1.94M ﹤0.01%
34,276
-33,406
861
$1.94M ﹤0.01%
10,118
-211
862
$1.94M ﹤0.01%
28,102
-2,953
863
$1.93M ﹤0.01%
27,365
+283
864
$1.93M ﹤0.01%
29,525
+3,003
865
$1.92M ﹤0.01%
57,923
-1,536
866
$1.92M ﹤0.01%
150,275
+29,623
867
$1.91M ﹤0.01%
23,101
-2,733
868
$1.89M ﹤0.01%
11,626
+502
869
$1.89M ﹤0.01%
6,476
+913
870
$1.89M ﹤0.01%
38,616
+190
871
$1.88M ﹤0.01%
16,838
+2,207
872
$1.88M ﹤0.01%
81,637
+7,491
873
$1.87M ﹤0.01%
+54,146
874
$1.87M ﹤0.01%
12,460
-1,812
875
$1.86M ﹤0.01%
36,851
-674
33 34
35
36 37