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
1126
$841K ﹤0.01%
22,990
-13,610
1127
$840K ﹤0.01%
50,136
+1,417
1128
$837K ﹤0.01%
11,530
-3,092
1129
$836K ﹤0.01%
8,712
+2,389
1130
$833K ﹤0.01%
9,598
+9
1131
$833K ﹤0.01%
27,364
+2,708
1132
$833K ﹤0.01%
24,395
-6,600
1133
$832K ﹤0.01%
5,960
+702
1134
$830K ﹤0.01%
4,535
+710
1135
$829K ﹤0.01%
17,320
-256
1136
$825K ﹤0.01%
6,640
+5,679
1137
$824K ﹤0.01%
5,166
-342
1138
$821K ﹤0.01%
36,872
-17,286
1139
$821K ﹤0.01%
27,900
+9,677
1140
$812K ﹤0.01%
57,783
+7,313
1141
$810K ﹤0.01%
21,951
+4,159
1142
$809K ﹤0.01%
20,539
+12
1143
$805K ﹤0.01%
3,555
+294
1144
$799K ﹤0.01%
19,453
-781
1145
$797K ﹤0.01%
21,232
-122
1146
$788K ﹤0.01%
6,383
+376
1147
$788K ﹤0.01%
7,511
-287
1148
$788K ﹤0.01%
95,476
-77,850
1149
$787K ﹤0.01%
5,992
+139
1150
$786K ﹤0.01%
8,806
-5,717
44 45
46
47 48