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
1551
$249K ﹤0.01%
9,570
+3,348
1552
$248K ﹤0.01%
8,341
-9,041
1553
$248K ﹤0.01%
10,732
-2,046
1554
$247K ﹤0.01%
4,730
+737
1555
$247K ﹤0.01%
6,063
+2,882
1556
$244K ﹤0.01%
12,125
-8,466
1557
$244K ﹤0.01%
1,707
+36
1558
$243K ﹤0.01%
11,168
1559
$242K ﹤0.01%
16,747
-36
1560
$242K ﹤0.01%
5,603
+330
1561
$241K ﹤0.01%
1,511
1562
$241K ﹤0.01%
4,660
+340
1563
$240K ﹤0.01%
12,633
-1,000
1564
$240K ﹤0.01%
6,884
+756
1565
$239K ﹤0.01%
4,862
+1,445
1566
$239K ﹤0.01%
3,000
-765
1567
$238K ﹤0.01%
4,894
-2,906
1568
$237K ﹤0.01%
8,337
+3,100
1569
$236K ﹤0.01%
6,318
+86
1570
$236K ﹤0.01%
11,495
+5
1571
$234K ﹤0.01%
5,387
1572
$234K ﹤0.01%
1,555
+15
1573
$233K ﹤0.01%
5,714
-98
1574
$231K ﹤0.01%
4,727
-157
1575
$230K ﹤0.01%
6,402
-443
61 62
63
64 65