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
1301
$501K ﹤0.01%
2,524
+301
1302
$499K ﹤0.01%
99,896
-29,304
1303
$499K ﹤0.01%
4,007
-41
1304
$498K ﹤0.01%
9,349
1305
$495K ﹤0.01%
2,127
-41,048
1306
$493K ﹤0.01%
7,980
+7,641
1307
$492K ﹤0.01%
4,281
+100
1308
$489K ﹤0.01%
25,974
+12,696
1309
$488K ﹤0.01%
19,232
+612
1310
$488K ﹤0.01%
4,689
-106
1311
$484K ﹤0.01%
14,634
-585
1312
$483K ﹤0.01%
7,306
-2,044
1313
$482K ﹤0.01%
9,855
-393
1314
$481K ﹤0.01%
6,894
+159
1315
$480K ﹤0.01%
6,199
-21
1316
$477K ﹤0.01%
20,247
+1,636
1317
$476K ﹤0.01%
4,901
-40
1318
$475K ﹤0.01%
1,958
-82
1319
$474K ﹤0.01%
13,385
+25
1320
$473K ﹤0.01%
21,409
-9,837
1321
$472K ﹤0.01%
14,930
+328
1322
$471K ﹤0.01%
9,041
-1,281
1323
$471K ﹤0.01%
3,889
-54
1324
$470K ﹤0.01%
1,850
-1,169
1325
$469K ﹤0.01%
6,930
+2,838
51 52
53
54 55