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
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
101
$106M 0.09%
1,613,239
-320,432
102
$105M 0.09%
892,878
+21,446
103
$102M 0.09%
1,332,252
-231,717
104
$102M 0.09%
372,434
-21,050
105
$102M 0.09%
418,383
+26,818
106
$100M 0.09%
793,662
+22,738
107
$99M 0.09%
574,016
+105,446
108
$97.6M 0.09%
1,916,421
+172,076
109
$97.3M 0.09%
440,419
+3,099
110
$96.5M 0.09%
1,434,374
+49,316
111
$95.1M 0.08%
1,034,623
+188,909
112
$94.5M 0.08%
542,780
-515,554
113
$93.7M 0.08%
966,547
+28,404
114
$93.2M 0.08%
1,817,586
+686,600
115
$92.9M 0.08%
2,238,493
+514,903
116
$88.8M 0.08%
1,007,781
+12,401
117
$88.7M 0.08%
602,463
+8,818
118
$85.8M 0.08%
2,502,297
+27,803
119
$84.9M 0.08%
1,598,923
+69,812
120
$84.5M 0.08%
747,800
+15,310
121
$83.3M 0.07%
597,339
+133,600
122
$83.2M 0.07%
411,679
+2,545
123
$82.2M 0.07%
785,446
+3,069
124
$81.5M 0.07%
979,563
-220,984
125
$81.3M 0.07%
3,157,378
+103,420
3 4
5
6 7