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
1826
$120K ﹤0.01%
621
+210
1827
$120K ﹤0.01%
1,536
1828
$120K ﹤0.01%
5,565
-1,010
1829
$119K ﹤0.01%
803
-725
1830
$119K ﹤0.01%
14,337
+12,041
1831
$119K ﹤0.01%
2,004
-4,361
1832
$119K ﹤0.01%
673
-11
1833
$117K ﹤0.01%
1,839
+4
1834
$117K ﹤0.01%
536
1835
$117K ﹤0.01%
404
-63
1836
$117K ﹤0.01%
2,801
+668
1837
$116K ﹤0.01%
6,108
-136
1838
$116K ﹤0.01%
2,069
-140
1839
$116K ﹤0.01%
2,483
+817
1840
$116K ﹤0.01%
3,276
+1,066
1841
$116K ﹤0.01%
51,137
+1,681
1842
$115K ﹤0.01%
646
+148
1843
$114K ﹤0.01%
1,568
-1,621
1844
$113K ﹤0.01%
8,198
-890
1845
$112K ﹤0.01%
+4,427
1846
$112K ﹤0.01%
4,285
+1,250
1847
$112K ﹤0.01%
1,567
+18
1848
$112K ﹤0.01%
5,592
-969
1849
$112K ﹤0.01%
2,577
-389
1850
$112K ﹤0.01%
+1,164
72 73
74
75 76