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
1051
$1.03M ﹤0.01%
32,599
+392
1052
$1.03M ﹤0.01%
11,413
+1,193
1053
$1.03M ﹤0.01%
41,293
+40,241
1054
$1.03M ﹤0.01%
+17,674
1055
$1.03M ﹤0.01%
40,088
-126,193
1056
$1.03M ﹤0.01%
9,074
+5,102
1057
$1.02M ﹤0.01%
985
+12
1058
$1.02M ﹤0.01%
18,338
-994
1059
$1.02M ﹤0.01%
14,527
-380,333
1060
$1.02M ﹤0.01%
20,885
-319
1061
$1.02M ﹤0.01%
6,888
-1,358
1062
$1.02M ﹤0.01%
32,072
+1,632
1063
$1.02M ﹤0.01%
18,314
+1,355
1064
$1.01M ﹤0.01%
6,851
+841
1065
$1.01M ﹤0.01%
24,571
-4,482
1066
$1.01M ﹤0.01%
27,503
-1,072
1067
$1M ﹤0.01%
11,292
+3,849
1068
$1M ﹤0.01%
29,570
+25,740
1069
$1M ﹤0.01%
61,271
+44,334
1070
$998K ﹤0.01%
11,045
+145
1071
$993K ﹤0.01%
50,353
+1,670
1072
$993K ﹤0.01%
14,587
+1,081
1073
$974K ﹤0.01%
86,351
-443
1074
$973K ﹤0.01%
7,155
+1,099
1075
$970K ﹤0.01%
1,803
+21
41 42
43
44 45