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
1801
$127K ﹤0.01%
3,450
+1,396
1802
$127K ﹤0.01%
10,596
-500
1803
$127K ﹤0.01%
10,182
-333
1804
$126K ﹤0.01%
2,347
+1,784
1805
$126K ﹤0.01%
805
+82
1806
$126K ﹤0.01%
+4,946
1807
$126K ﹤0.01%
2,734
+7
1808
$126K ﹤0.01%
2,665
-305
1809
$126K ﹤0.01%
3,886
-141
1810
$126K ﹤0.01%
28,780
-5,514
1811
$126K ﹤0.01%
3,803
+936
1812
$125K ﹤0.01%
21,613
-6,167
1813
$125K ﹤0.01%
46,182
+4,239
1814
$125K ﹤0.01%
373
+148
1815
$124K ﹤0.01%
17,442
-15,378
1816
$123K ﹤0.01%
2,025
-82
1817
$123K ﹤0.01%
13,229
+306
1818
$122K ﹤0.01%
1,989
+123
1819
$122K ﹤0.01%
248
+81
1820
$122K ﹤0.01%
6,200
-1,000
1821
$121K ﹤0.01%
12,965
-1,300
1822
$121K ﹤0.01%
1,504
-266
1823
$121K ﹤0.01%
3,447
+732
1824
$121K ﹤0.01%
489
+5
1825
$121K ﹤0.01%
575
+75
71 72
73
74 75