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
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
151
$69.7M 0.06%
1,715,213
-160,229
152
$69.2M 0.06%
1,223,074
+403,716
153
$68.9M 0.06%
639,834
+84,025
154
$67.7M 0.06%
1,645,549
+35,403
155
$67.7M 0.06%
258,770
+9,491
156
$67.5M 0.06%
511,565
-13,355
157
$67.3M 0.06%
1,169,467
-31,656
158
$67M 0.06%
1,134,422
-158,493
159
$66.8M 0.06%
128,370
+3,546
160
$66.2M 0.06%
637,483
-33,993
161
$65.8M 0.06%
1,244,963
+358,096
162
$65M 0.06%
1,188,615
+320,629
163
$64.7M 0.06%
1,827,294
+93,123
164
$63.6M 0.06%
766,508
+431,951
165
$63.6M 0.06%
186,719
+8,806
166
$63.4M 0.06%
785,105
-739,309
167
$63M 0.06%
1,500,805
+52,919
168
$62.6M 0.06%
386,357
-3,668
169
$62.6M 0.06%
311,738
-13,220
170
$61.5M 0.05%
917,643
+94,291
171
$61.4M 0.05%
978,940
+7,401
172
$61.1M 0.05%
520,876
+5,915
173
$60.5M 0.05%
1,099,239
-36,933
174
$59.7M 0.05%
351,073
+72
175
$58.5M 0.05%
1,849,123
+74,385
5 6
7
8 9