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
1526
$272K ﹤0.01%
21,280
-1,750
1527
$271K ﹤0.01%
13,736
-948
1528
$271K ﹤0.01%
14,980
+82
1529
$270K ﹤0.01%
13,188
-2,662
1530
$270K ﹤0.01%
3,044
+2,891
1531
$268K ﹤0.01%
991
+180
1532
$267K ﹤0.01%
668
-134
1533
$266K ﹤0.01%
851
-176
1534
$266K ﹤0.01%
13,738
+330
1535
$264K ﹤0.01%
10,426
-6,384
1536
$263K ﹤0.01%
4,220
-756
1537
$262K ﹤0.01%
26,931
-403
1538
$262K ﹤0.01%
3,604
-4,688
1539
$262K ﹤0.01%
1,451
-580
1540
$260K ﹤0.01%
1,770
+1
1541
$260K ﹤0.01%
57,847
1542
$260K ﹤0.01%
24,220
+2
1543
$260K ﹤0.01%
14,048
+525
1544
$258K ﹤0.01%
1,533
-297
1545
$257K ﹤0.01%
1,409
-150,418
1546
$255K ﹤0.01%
2,552
+493
1547
$255K ﹤0.01%
1,920
+26
1548
$253K ﹤0.01%
3,992
-1,404
1549
$252K ﹤0.01%
137
+61
1550
$251K ﹤0.01%
25,999
+25,858
60 61
62
63 64