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
1201
$669K ﹤0.01%
14,180
+290
1202
$668K ﹤0.01%
13,224
1203
$667K ﹤0.01%
46,275
-9,362
1204
$666K ﹤0.01%
10,033
-1,550
1205
$666K ﹤0.01%
32,904
-574
1206
$665K ﹤0.01%
7,952
+315
1207
$665K ﹤0.01%
1,313
-301
1208
$665K ﹤0.01%
15,089
-7,599
1209
$661K ﹤0.01%
22,565
-31
1210
$657K ﹤0.01%
12,837
-207
1211
$657K ﹤0.01%
67
-6
1212
$657K ﹤0.01%
13,495
+1,307
1213
$656K ﹤0.01%
14,792
+1,010
1214
$656K ﹤0.01%
13,683
+13,192
1215
$656K ﹤0.01%
25,568
+540
1216
$656K ﹤0.01%
6,989
-889
1217
$654K ﹤0.01%
4,893
-372
1218
$652K ﹤0.01%
59,297
-961
1219
$650K ﹤0.01%
57,843
+15,949
1220
$650K ﹤0.01%
10,420
+2,362
1221
$649K ﹤0.01%
25,531
-149
1222
$647K ﹤0.01%
10,379
-22
1223
$645K ﹤0.01%
5,326
+191
1224
$639K ﹤0.01%
3,117
+412
1225
$638K ﹤0.01%
18,422
+399
47 48
49
50 51