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
1101
$897K ﹤0.01%
6,988
-320
1102
$896K ﹤0.01%
571
-16
1103
$895K ﹤0.01%
17,814
+8,715
1104
$895K ﹤0.01%
22,884
+1,578
1105
$890K ﹤0.01%
28,075
-4,498
1106
$890K ﹤0.01%
26,891
+3,231
1107
$883K ﹤0.01%
76,926
+911
1108
$879K ﹤0.01%
19,165
-708
1109
$876K ﹤0.01%
7,312
+45
1110
$869K ﹤0.01%
19,500
-5,500
1111
$862K ﹤0.01%
9,897
-229
1112
$857K ﹤0.01%
85,143
+11,954
1113
$856K ﹤0.01%
65,344
-5,027
1114
$855K ﹤0.01%
10,597
-930
1115
$852K ﹤0.01%
6,260
-185
1116
$851K ﹤0.01%
8,089
+92
1117
$850K ﹤0.01%
2,685
-2,934
1118
$849K ﹤0.01%
7,862
-218
1119
$848K ﹤0.01%
50,055
+7,992
1120
$848K ﹤0.01%
7,698
-119
1121
$848K ﹤0.01%
40,788
-1,253
1122
$846K ﹤0.01%
10,740
+207
1123
$845K ﹤0.01%
31,275
+4,783
1124
$842K ﹤0.01%
5,095
+1,907
1125
$842K ﹤0.01%
26,534
-4,384
43 44
45
46 47