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
1701
$164K ﹤0.01%
4,010
+1,528
1702
$164K ﹤0.01%
4,983
+4,643
1703
$164K ﹤0.01%
66,810
+4,525
1704
$164K ﹤0.01%
3,213
+433
1705
$163K ﹤0.01%
5,300
1706
$163K ﹤0.01%
2,875
+929
1707
$163K ﹤0.01%
271
+46
1708
$162K ﹤0.01%
14,250
-750
1709
$162K ﹤0.01%
976
+129
1710
$162K ﹤0.01%
108
+28
1711
$162K ﹤0.01%
2,654
-336
1712
$162K ﹤0.01%
2,581
+241
1713
$160K ﹤0.01%
1,700
+375
1714
$159K ﹤0.01%
661
-151
1715
$158K ﹤0.01%
2,645
-61
1716
$158K ﹤0.01%
536
+459
1717
$158K ﹤0.01%
2,241
+1
1718
$158K ﹤0.01%
7,484
1719
$158K ﹤0.01%
12,106
+226
1720
$158K ﹤0.01%
2,010
-1
1721
$157K ﹤0.01%
4,826
+10
1722
$157K ﹤0.01%
1,791
-424
1723
$157K ﹤0.01%
2,722
+598
1724
$155K ﹤0.01%
361
-10
1725
$154K ﹤0.01%
429
-439
67 68
69
70 71