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
1076
$969K ﹤0.01%
9,466
-19,496
1077
$962K ﹤0.01%
4,359
-170
1078
$956K ﹤0.01%
23,263
-3,797
1079
$955K ﹤0.01%
9,118
+527
1080
$952K ﹤0.01%
11,126
+851
1081
$950K ﹤0.01%
18,388
+3,486
1082
$950K ﹤0.01%
18,773
+18,694
1083
$942K ﹤0.01%
6,954
-291
1084
$937K ﹤0.01%
81,993
-6,512
1085
$936K ﹤0.01%
8,542
-361
1086
$936K ﹤0.01%
13,548
-1,975
1087
$930K ﹤0.01%
37,011
-3,137
1088
$923K ﹤0.01%
29,376
-561
1089
$923K ﹤0.01%
18,496
+8,597
1090
$922K ﹤0.01%
29,836
+811
1091
$918K ﹤0.01%
9,609
+634
1092
$916K ﹤0.01%
9,071
-409
1093
$913K ﹤0.01%
16,028
+1,203
1094
$912K ﹤0.01%
8,261
-1,207
1095
$909K ﹤0.01%
73,416
+20,320
1096
$909K ﹤0.01%
45,963
+40,466
1097
$908K ﹤0.01%
42,100
+2,248
1098
$902K ﹤0.01%
4,135
+832
1099
$901K ﹤0.01%
5,675
-1,570
1100
$899K ﹤0.01%
9,577
+1,427
42 43
44
45 46