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
1576
$230K ﹤0.01%
18,917
+2,067
1577
$229K ﹤0.01%
8,309
-44,030
1578
$229K ﹤0.01%
16,196
+607
1579
$228K ﹤0.01%
13,165
+4,721
1580
$228K ﹤0.01%
2,803
-847
1581
$227K ﹤0.01%
9,431
1582
$226K ﹤0.01%
5,810
+19
1583
$226K ﹤0.01%
10,627
1584
$225K ﹤0.01%
2,385
+160
1585
$224K ﹤0.01%
2,018
+56
1586
$224K ﹤0.01%
1,578
+3
1587
$223K ﹤0.01%
1,634
1588
$222K ﹤0.01%
10,163
-10,237
1589
$221K ﹤0.01%
1,660
+1,310
1590
$221K ﹤0.01%
1,360
-22
1591
$221K ﹤0.01%
30,499
+18,406
1592
$220K ﹤0.01%
14,790
-5,124
1593
$219K ﹤0.01%
833
-27
1594
$219K ﹤0.01%
4,624
-83
1595
$219K ﹤0.01%
+3,700
1596
$219K ﹤0.01%
4,670
+64
1597
$218K ﹤0.01%
19,262
+10,569
1598
$218K ﹤0.01%
1,338
+263
1599
$216K ﹤0.01%
20,386
+7,105
1600
$216K ﹤0.01%
2,368
+1,062
62 63
64
65 66