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
976
$1.3M ﹤0.01%
27,964
-9,104
977
$1.29M ﹤0.01%
41,045
-174
978
$1.29M ﹤0.01%
6,669
-640
979
$1.28M ﹤0.01%
25,057
-1,183
980
$1.28M ﹤0.01%
21,048
-273
981
$1.28M ﹤0.01%
14,834
+14,416
982
$1.28M ﹤0.01%
16,972
-361,177
983
$1.27M ﹤0.01%
24,584
-2,224
984
$1.27M ﹤0.01%
11,681
-1,412
985
$1.26M ﹤0.01%
53,847
986
$1.26M ﹤0.01%
10,097
+4,693
987
$1.25M ﹤0.01%
17,921
+1,836
988
$1.25M ﹤0.01%
70,944
+4,063
989
$1.23M ﹤0.01%
14,738
-688
990
$1.23M ﹤0.01%
11,166
+432
991
$1.23M ﹤0.01%
17,183
+1,716
992
$1.22M ﹤0.01%
6,150
+223
993
$1.22M ﹤0.01%
23,175
+20,051
994
$1.22M ﹤0.01%
11,615
+120
995
$1.21M ﹤0.01%
8,035
-133
996
$1.21M ﹤0.01%
27,019
+295
997
$1.21M ﹤0.01%
9,639
-3,533
998
$1.2M ﹤0.01%
13,380
-543
999
$1.2M ﹤0.01%
4,927
-206
1000
$1.2M ﹤0.01%
31,515
-8,543
38 39
40
41 42