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
951
$1.42M ﹤0.01%
4,902
+1,662
952
$1.4M ﹤0.01%
23,143
+35
953
$1.4M ﹤0.01%
35,653
-263
954
$1.39M ﹤0.01%
12,125
+2,423
955
$1.39M ﹤0.01%
3,228
+2,051
956
$1.39M ﹤0.01%
23,416
-731
957
$1.38M ﹤0.01%
49,735
+41,863
958
$1.37M ﹤0.01%
4,740
+1,128
959
$1.35M ﹤0.01%
69,780
-27,930
960
$1.35M ﹤0.01%
8,210
+802
961
$1.35M ﹤0.01%
48,740
+960
962
$1.34M ﹤0.01%
20,651
+1,011
963
$1.34M ﹤0.01%
7,812
-469
964
$1.34M ﹤0.01%
7,447
+493
965
$1.34M ﹤0.01%
17,348
-5,207
966
$1.34M ﹤0.01%
60,364
+23,168
967
$1.33M ﹤0.01%
21,713
+506
968
$1.33M ﹤0.01%
21,282
+670
969
$1.32M ﹤0.01%
63,006
-12,989
970
$1.32M ﹤0.01%
137,385
-1,505
971
$1.31M ﹤0.01%
22,939
+1,739
972
$1.31M ﹤0.01%
113,011
-119,793
973
$1.31M ﹤0.01%
52,829
+17,582
974
$1.31M ﹤0.01%
31,420
+1,217
975
$1.3M ﹤0.01%
23,625
-400
37 38
39
40 41