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
1026
$1.09M ﹤0.01%
53,958
+1,156
1027
$1.09M ﹤0.01%
21,553
-4,431
1028
$1.09M ﹤0.01%
96,912
+1,094
1029
$1.09M ﹤0.01%
38,360
+2,392
1030
$1.09M ﹤0.01%
73,854
+1,469
1031
$1.08M ﹤0.01%
46,531
+11,007
1032
$1.07M ﹤0.01%
20,125
+1,129
1033
$1.07M ﹤0.01%
91,965
+1,095
1034
$1.07M ﹤0.01%
14,806
+468
1035
$1.06M ﹤0.01%
22,332
-1,461
1036
$1.06M ﹤0.01%
3,080
-72
1037
$1.06M ﹤0.01%
53,312
+14,313
1038
$1.06M ﹤0.01%
21,247
+10,295
1039
$1.06M ﹤0.01%
11,956
+93
1040
$1.05M ﹤0.01%
19,566
-3,288
1041
$1.05M ﹤0.01%
6,127
+42
1042
$1.05M ﹤0.01%
12,988
-182
1043
$1.05M ﹤0.01%
10,528
-176,338
1044
$1.04M ﹤0.01%
9,941
-212
1045
$1.04M ﹤0.01%
+38,634
1046
$1.04M ﹤0.01%
4,660
-997
1047
$1.04M ﹤0.01%
12,258
-1,503
1048
$1.04M ﹤0.01%
23,557
+2,021
1049
$1.04M ﹤0.01%
18,293
+1,746
1050
$1.04M ﹤0.01%
5,166
-148
40 41
42
43 44