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
1726
$154K ﹤0.01%
+2,000
1727
$154K ﹤0.01%
21,251
-2
1728
$153K ﹤0.01%
15,235
-127
1729
$153K ﹤0.01%
2,645
-28,397
1730
$152K ﹤0.01%
530
+353
1731
$151K ﹤0.01%
6,429
-2,993
1732
$151K ﹤0.01%
171
-19
1733
$151K ﹤0.01%
5,017
+90
1734
$151K ﹤0.01%
4,490
+410
1735
$151K ﹤0.01%
5,600
-279
1736
$151K ﹤0.01%
8,119
-135
1737
$150K ﹤0.01%
6,994
+3,195
1738
$150K ﹤0.01%
6,442
-279
1739
$149K ﹤0.01%
5,083
+2,112
1740
$149K ﹤0.01%
6,339
1741
$148K ﹤0.01%
3,714
-22,022
1742
$148K ﹤0.01%
4,216
-25
1743
$147K ﹤0.01%
9,680
+3,606
1744
$147K ﹤0.01%
8,085
-392
1745
$146K ﹤0.01%
3,736
+1,109
1746
$146K ﹤0.01%
408
+119
1747
$146K ﹤0.01%
7,878
+2,242
1748
$145K ﹤0.01%
755
-790
1749
$144K ﹤0.01%
2,727
1750
$144K ﹤0.01%
523
-73
68 69
70
71 72