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
1601
$216K ﹤0.01%
1,935
+32
1602
$215K ﹤0.01%
17,825
+9,603
1603
$213K ﹤0.01%
1,633
-2,510
1604
$211K ﹤0.01%
13,487
+1,551
1605
$211K ﹤0.01%
1,506
+875
1606
$209K ﹤0.01%
6,789
1607
$209K ﹤0.01%
8,799
-15,495
1608
$209K ﹤0.01%
12,500
-19,274
1609
$208K ﹤0.01%
7,683
-1,016
1610
$207K ﹤0.01%
7,719
-400
1611
$205K ﹤0.01%
1,828
-1,498
1612
$204K ﹤0.01%
19,315
1613
$202K ﹤0.01%
1,830
-38
1614
$201K ﹤0.01%
7,335
+2,969
1615
$201K ﹤0.01%
5,896
1616
$200K ﹤0.01%
1,863
+115
1617
$200K ﹤0.01%
5,159
1618
$199K ﹤0.01%
+3,827
1619
$199K ﹤0.01%
6,242
1620
$198K ﹤0.01%
2,840
1621
$198K ﹤0.01%
21,499
+17,203
1622
$198K ﹤0.01%
4,357
+268
1623
$197K ﹤0.01%
2,409
-347
1624
$197K ﹤0.01%
5,000
1625
$197K ﹤0.01%
3,840
63 64
65
66 67