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
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
126
$81.1M 0.07%
711,708
+82,158
127
$80.8M 0.07%
1,663,796
+43,430
128
$80.3M 0.07%
950,113
-15,353
129
$80.2M 0.07%
953,035
+34,700
130
$79.8M 0.07%
154,067
+8,277
131
$79.8M 0.07%
747,323
+298,225
132
$79.4M 0.07%
3,432,262
+1,511,864
133
$78.4M 0.07%
412,809
-12,127
134
$78.3M 0.07%
995,255
+274,442
135
$78M 0.07%
199,326
-711
136
$77.9M 0.07%
455,706
+9,050
137
$77.8M 0.07%
775,253
+491,770
138
$77.1M 0.07%
725,959
+56,756
139
$76.7M 0.07%
2,042,351
+429,186
140
$76.6M 0.07%
1,177,896
-12,117
141
$74.6M 0.07%
1,211,616
+118,381
142
$74.5M 0.07%
+2,238,311
143
$73.8M 0.07%
596,985
-34,324
144
$73.1M 0.06%
920,176
-173,435
145
$71.7M 0.06%
292,204
+16,443
146
$71.2M 0.06%
137,915
+9,887
147
$71M 0.06%
114,799
+3,093
148
$71M 0.06%
585,956
+197
149
$70.9M 0.06%
1,003,921
+101,163
150
$69.8M 0.06%
554,405
+6,774
4 5
6
7 8