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
1476
$311K ﹤0.01%
3,007
-192
1477
$310K ﹤0.01%
21,145
+2,762
1478
$308K ﹤0.01%
23,869
1479
$307K ﹤0.01%
4,580
1480
$307K ﹤0.01%
3,046
-297
1481
$307K ﹤0.01%
1,540
-78
1482
$306K ﹤0.01%
62,954
+3,113
1483
$306K ﹤0.01%
3,188
-85
1484
$305K ﹤0.01%
98,812
+22,716
1485
$305K ﹤0.01%
8,219
-99
1486
$305K ﹤0.01%
12,985
+4,114
1487
$305K ﹤0.01%
3,117
+161
1488
$305K ﹤0.01%
15,187
+1,071
1489
$304K ﹤0.01%
5,905
1490
$301K ﹤0.01%
4,878
+196
1491
$299K ﹤0.01%
5,949
-633
1492
$299K ﹤0.01%
2,898
-72
1493
$298K ﹤0.01%
16,100
-875
1494
$297K ﹤0.01%
5,055
-919
1495
$297K ﹤0.01%
558
+19
1496
$297K ﹤0.01%
7,103
-37,501
1497
$297K ﹤0.01%
14,162
+1,660
1498
$293K ﹤0.01%
+2,180
1499
$292K ﹤0.01%
40,734
+4,824
1500
$292K ﹤0.01%
9,095
+2,466
58 59
60
61 62