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
1501
$291K ﹤0.01%
1,204
+7
1502
$291K ﹤0.01%
17,370
+8,722
1503
$289K ﹤0.01%
14,115
-1,841
1504
$288K ﹤0.01%
7,341
-3,522
1505
$288K ﹤0.01%
8,283
+683
1506
$288K ﹤0.01%
6,825
-2,976
1507
$288K ﹤0.01%
8,066
+211
1508
$288K ﹤0.01%
6,101
+1,381
1509
$287K ﹤0.01%
748
+7
1510
$285K ﹤0.01%
+6,140
1511
$283K ﹤0.01%
1,436
-49,015
1512
$282K ﹤0.01%
61,370
-10,000
1513
$282K ﹤0.01%
5,452
-786
1514
$280K ﹤0.01%
5,820
+20
1515
$279K ﹤0.01%
4,098
-1,828
1516
$279K ﹤0.01%
7,235
-62
1517
$278K ﹤0.01%
15,442
+54
1518
$278K ﹤0.01%
3,860
-197
1519
$278K ﹤0.01%
10,674
+14
1520
$276K ﹤0.01%
5,784
-4
1521
$274K ﹤0.01%
4,240
-314
1522
$274K ﹤0.01%
3,410
+1,972
1523
$274K ﹤0.01%
26,934
+1,821
1524
$274K ﹤0.01%
2,734
+125
1525
$273K ﹤0.01%
1,715
-572
59 60
61
62 63