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
1401
$381K ﹤0.01%
8,258
+136
1402
$376K ﹤0.01%
2,158
+240
1403
$376K ﹤0.01%
44,982
+206
1404
$375K ﹤0.01%
5,241
-2,363
1405
$374K ﹤0.01%
6,542
-375
1406
$374K ﹤0.01%
2,663
+707
1407
$372K ﹤0.01%
3,309
+404
1408
$372K ﹤0.01%
7,351
+3,907
1409
$371K ﹤0.01%
4,488
+181
1410
$370K ﹤0.01%
7,201
+2,790
1411
$370K ﹤0.01%
35,000
1412
$370K ﹤0.01%
17,121
+13,557
1413
$370K ﹤0.01%
1,288
-145
1414
$369K ﹤0.01%
10,828
+4,999
1415
$368K ﹤0.01%
8,150
-18
1416
$368K ﹤0.01%
16,607
+6,565
1417
$367K ﹤0.01%
11,025
-563
1418
$366K ﹤0.01%
63,131
-8,769
1419
$364K ﹤0.01%
28,455
-653,623
1420
$364K ﹤0.01%
31,602
1421
$364K ﹤0.01%
7,816
-451
1422
$362K ﹤0.01%
7,546
-4,888
1423
$361K ﹤0.01%
6,693
+515
1424
$361K ﹤0.01%
15,262
+786
1425
$361K ﹤0.01%
6,570
+1,756
55 56
57
58 59