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
926
$1.51M ﹤0.01%
19,981
+16,344
927
$1.51M ﹤0.01%
8,312
-1,148
928
$1.5M ﹤0.01%
4,716
-1,004
929
$1.5M ﹤0.01%
18,641
+789
930
$1.5M ﹤0.01%
21,189
+8,525
931
$1.48M ﹤0.01%
6,064
+1,001
932
$1.48M ﹤0.01%
23,354
-338
933
$1.48M ﹤0.01%
35,578
+6,501
934
$1.48M ﹤0.01%
11,237
-4,838
935
$1.48M ﹤0.01%
25,440
-8,067
936
$1.47M ﹤0.01%
19,338
+1,744
937
$1.47M ﹤0.01%
29,945
+12,744
938
$1.47M ﹤0.01%
4,000
939
$1.46M ﹤0.01%
5,773
-179
940
$1.46M ﹤0.01%
5,513
+3,283
941
$1.45M ﹤0.01%
37,133
-4,477
942
$1.45M ﹤0.01%
8,361
+411
943
$1.45M ﹤0.01%
27,822
-456
944
$1.44M ﹤0.01%
6,769
+132
945
$1.43M ﹤0.01%
29,114
+3,202
946
$1.43M ﹤0.01%
29,664
+6,839
947
$1.42M ﹤0.01%
17,893
+914
948
$1.42M ﹤0.01%
22,882
+11,547
949
$1.42M ﹤0.01%
37,223
-91,848
950
$1.42M ﹤0.01%
17,334
-1,600
36 37
38
39 40