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
1001
$1.19M ﹤0.01%
49,443
-315
1002
$1.19M ﹤0.01%
8,573
-210
1003
$1.19M ﹤0.01%
25,214
-2,002
1004
$1.18M ﹤0.01%
8,172
-2,311
1005
$1.17M ﹤0.01%
6,597
+229
1006
$1.17M ﹤0.01%
241,118
-2,700
1007
$1.17M ﹤0.01%
6,530
-8,238
1008
$1.16M ﹤0.01%
10,377
-2,965
1009
$1.16M ﹤0.01%
21,799
-96,969
1010
$1.15M ﹤0.01%
29,835
+22,275
1011
$1.15M ﹤0.01%
40,151
-4,487
1012
$1.15M ﹤0.01%
20,101
+7,300
1013
$1.14M ﹤0.01%
20,918
+1,461
1014
$1.13M ﹤0.01%
6,590
+82
1015
$1.12M ﹤0.01%
18,013
+14,881
1016
$1.12M ﹤0.01%
16,767
-237
1017
$1.12M ﹤0.01%
6,674
-823
1018
$1.11M ﹤0.01%
83,257
-3,792
1019
$1.11M ﹤0.01%
4,633
-2,469
1020
$1.11M ﹤0.01%
6,573
-33
1021
$1.11M ﹤0.01%
38,262
-3,477
1022
$1.11M ﹤0.01%
7,130
+868
1023
$1.11M ﹤0.01%
2,197
+79
1024
$1.1M ﹤0.01%
11,508
-46,013
1025
$1.1M ﹤0.01%
24,643
+7,755
39 40
41
42 43