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
1426
$361K ﹤0.01%
7,398
-431
1427
$360K ﹤0.01%
2,673
-711
1428
$359K ﹤0.01%
3,634
-387
1429
$358K ﹤0.01%
6,634
+756
1430
$358K ﹤0.01%
2,186
-222
1431
$357K ﹤0.01%
6,054
-5,504
1432
$356K ﹤0.01%
765
+30
1433
$354K ﹤0.01%
2,944
+217
1434
$351K ﹤0.01%
581
-4
1435
$351K ﹤0.01%
1,986
+314
1436
$350K ﹤0.01%
1,260
+21
1437
$348K ﹤0.01%
2,198
1438
$347K ﹤0.01%
3,176
-15
1439
$347K ﹤0.01%
4,462
-3,961
1440
$346K ﹤0.01%
13,932
+2,525
1441
$345K ﹤0.01%
13,410
-1,665
1442
$343K ﹤0.01%
2,217
-1,061
1443
$343K ﹤0.01%
6,420
-105
1444
$342K ﹤0.01%
3,332
+1,064
1445
$340K ﹤0.01%
5,174
+270
1446
$339K ﹤0.01%
12,055
+5,619
1447
$339K ﹤0.01%
39,056
-122
1448
$338K ﹤0.01%
6,568
-4,256
1449
$336K ﹤0.01%
6,155
-4,397
1450
$335K ﹤0.01%
2,241
+456
56 57
58
59 60