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
1226
$638K ﹤0.01%
22,656
+11,477
1227
$635K ﹤0.01%
4,743
+127
1228
$635K ﹤0.01%
12,898
+1,951
1229
$634K ﹤0.01%
4,612
+268
1230
$633K ﹤0.01%
28,852
+9,367
1231
$633K ﹤0.01%
10,680
+480
1232
$633K ﹤0.01%
30,935
+11,438
1233
$630K ﹤0.01%
7,947
-522
1234
$627K ﹤0.01%
17,966
+517
1235
$625K ﹤0.01%
109,315
+7,697
1236
$624K ﹤0.01%
45,492
-3,647
1237
$622K ﹤0.01%
3,533
+717
1238
$620K ﹤0.01%
33,527
-20,092
1239
$612K ﹤0.01%
1,048
+69
1240
$609K ﹤0.01%
49,306
-6,747
1241
$609K ﹤0.01%
6,000
1242
$606K ﹤0.01%
+14,278
1243
$606K ﹤0.01%
32,452
-429
1244
$603K ﹤0.01%
7,270
-412
1245
$602K ﹤0.01%
6,799
+474
1246
$600K ﹤0.01%
6,698
+179
1247
$600K ﹤0.01%
47,663
+34,133
1248
$593K ﹤0.01%
7,346
+1,875
1249
$590K ﹤0.01%
2,187
-47
1250
$590K ﹤0.01%
16,266
48 49
50
51 52