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
1751
$144K ﹤0.01%
1,820
+696
1752
$144K ﹤0.01%
2,629
+750
1753
$143K ﹤0.01%
13,961
+12,383
1754
$143K ﹤0.01%
3,434
1755
$143K ﹤0.01%
4,383
+167
1756
$143K ﹤0.01%
1,426
-1,472
1757
$143K ﹤0.01%
18,876
1758
$142K ﹤0.01%
2,280
+1,055
1759
$142K ﹤0.01%
3,048
-83
1760
$142K ﹤0.01%
18,388
+278
1761
$142K ﹤0.01%
1,716
+216
1762
$140K ﹤0.01%
2,105
+702
1763
$139K ﹤0.01%
5,518
+4
1764
$139K ﹤0.01%
607
-580
1765
$138K ﹤0.01%
1,336
+80
1766
$137K ﹤0.01%
5,811
-1,596
1767
$137K ﹤0.01%
2,122
+125
1768
$137K ﹤0.01%
5,718
+897
1769
$137K ﹤0.01%
3,506
1770
$136K ﹤0.01%
2,292
-260
1771
$136K ﹤0.01%
4,304
1772
$136K ﹤0.01%
1,235
+627
1773
$136K ﹤0.01%
15,735
-24,736
1774
$136K ﹤0.01%
2,661
-654
1775
$134K ﹤0.01%
1,252
+966
69 70
71
72 73