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
1151
$777K ﹤0.01%
25,592
-2,714
1152
$775K ﹤0.01%
14,431
+12,738
1153
$763K ﹤0.01%
22,660
+79
1154
$762K ﹤0.01%
24,688
-110,129
1155
$762K ﹤0.01%
5,060
-2,230
1156
$762K ﹤0.01%
8,327
-389
1157
$756K ﹤0.01%
9,005
-55
1158
$754K ﹤0.01%
12,947
+5,318
1159
$754K ﹤0.01%
34,253
-7,996
1160
$752K ﹤0.01%
2,672
+113
1161
$748K ﹤0.01%
28,088
-416,952
1162
$748K ﹤0.01%
21,838
-9,790
1163
$747K ﹤0.01%
19,814
-1,650
1164
$747K ﹤0.01%
11,176
-756
1165
$741K ﹤0.01%
9,665
1166
$740K ﹤0.01%
82,594
-49,862
1167
$740K ﹤0.01%
5,536
+2,537
1168
$735K ﹤0.01%
10,198
-282
1169
$732K ﹤0.01%
18,447
-5,833
1170
$732K ﹤0.01%
13,079
+858
1171
$731K ﹤0.01%
17,062
+213
1172
$719K ﹤0.01%
5,009
-102
1173
$715K ﹤0.01%
34,678
-204
1174
$715K ﹤0.01%
67,302
-39,057
1175
$709K ﹤0.01%
6,342
+436
45 46
47
48 49