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
1851
$112K ﹤0.01%
1,457
-147
1852
$112K ﹤0.01%
2,586
-361
1853
$111K ﹤0.01%
900
+25
1854
$111K ﹤0.01%
332
-28
1855
$111K ﹤0.01%
5,103
+94
1856
$110K ﹤0.01%
883
-498
1857
$109K ﹤0.01%
12,294
+1,570
1858
$109K ﹤0.01%
+2,594
1859
$109K ﹤0.01%
17,064
1860
$109K ﹤0.01%
3,343
+952
1861
$108K ﹤0.01%
3,782
-5,209
1862
$108K ﹤0.01%
1,008
+759
1863
$108K ﹤0.01%
819
+54
1864
$107K ﹤0.01%
501
+49
1865
$107K ﹤0.01%
5,618
+467
1866
$107K ﹤0.01%
2,959
+47
1867
$107K ﹤0.01%
1,926
-258
1868
$107K ﹤0.01%
2,096
+341
1869
$107K ﹤0.01%
5,432
+3,700
1870
$106K ﹤0.01%
6,362
+2,548
1871
$106K ﹤0.01%
354
+4
1872
$106K ﹤0.01%
783
+21
1873
$106K ﹤0.01%
2,804
-372
1874
$106K ﹤0.01%
8,284
+363
1875
$105K ﹤0.01%
1,578
+229
73 74
75
76 77