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
901
$1.71M ﹤0.01%
28,705
+1,045
902
$1.71M ﹤0.01%
12,916
-957
903
$1.7M ﹤0.01%
19,417
-1,218
904
$1.69M ﹤0.01%
8,033
-3,083
905
$1.68M ﹤0.01%
23,016
-15
906
$1.66M ﹤0.01%
23,924
+3,076
907
$1.65M ﹤0.01%
9,303
-481
908
$1.65M ﹤0.01%
141,075
+2,566
909
$1.64M ﹤0.01%
17,619
-3,116
910
$1.64M ﹤0.01%
32,649
+29,550
911
$1.6M ﹤0.01%
10,052
+559
912
$1.59M ﹤0.01%
43,914
-5,455
913
$1.57M ﹤0.01%
10,940
+2,567
914
$1.57M ﹤0.01%
15,747
-2,642
915
$1.57M ﹤0.01%
13,983
+522
916
$1.56M ﹤0.01%
15,010
-823
917
$1.56M ﹤0.01%
7,245
+11
918
$1.55M ﹤0.01%
26,544
-95
919
$1.55M ﹤0.01%
66,852
+4,165
920
$1.54M ﹤0.01%
11,421
+49
921
$1.53M ﹤0.01%
25,123
+15,985
922
$1.53M ﹤0.01%
175,447
+1,115
923
$1.53M ﹤0.01%
8,658
+442
924
$1.52M ﹤0.01%
1,644
+819
925
$1.52M ﹤0.01%
13,175
+34
35 36
37
38 39