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
1251
$588K ﹤0.01%
7,304
+12
1252
$587K ﹤0.01%
58,591
-56,303
1253
$586K ﹤0.01%
28,281
+23,633
1254
$584K ﹤0.01%
8,379
-2,367
1255
$584K ﹤0.01%
9,856
-2,061
1256
$582K ﹤0.01%
2,700
1257
$581K ﹤0.01%
8,727
+1,058
1258
$581K ﹤0.01%
12,069
+1,759
1259
$581K ﹤0.01%
10,666
+1,061
1260
$578K ﹤0.01%
11,332
+3,875
1261
$576K ﹤0.01%
3,534
-547
1262
$570K ﹤0.01%
11,959
+8,078
1263
$570K ﹤0.01%
30,491
+5,740
1264
$567K ﹤0.01%
6,675
-357
1265
$567K ﹤0.01%
18,068
+15,501
1266
$563K ﹤0.01%
10,999
+479
1267
$558K ﹤0.01%
4,368
-95
1268
$556K ﹤0.01%
27,883
-1,745
1269
$551K ﹤0.01%
2,560
+1
1270
$548K ﹤0.01%
24,098
+522
1271
$545K ﹤0.01%
5,267
+267
1272
$544K ﹤0.01%
49,877
+16,957
1273
$543K ﹤0.01%
45,286
-442
1274
$543K ﹤0.01%
6,925
-163
1275
$535K ﹤0.01%
5,648
+2,954
49 50
51
52 53