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
1876
$105K ﹤0.01%
817
-269
1877
$105K ﹤0.01%
7,701
+422
1878
$105K ﹤0.01%
1,804
1879
$105K ﹤0.01%
20,506
-29,756
1880
$104K ﹤0.01%
1,450
1881
$104K ﹤0.01%
4,141
+3,662
1882
$104K ﹤0.01%
3,669
+3,653
1883
$103K ﹤0.01%
28,082
+4,831
1884
$103K ﹤0.01%
12,545
-161
1885
$103K ﹤0.01%
387
+70
1886
$102K ﹤0.01%
6,733
-1,000
1887
$102K ﹤0.01%
1,058
-6
1888
$101K ﹤0.01%
4,000
1889
$101K ﹤0.01%
44,547
1890
$100K ﹤0.01%
2,462
+581
1891
$100K ﹤0.01%
1,307
-117
1892
$100K ﹤0.01%
+2,405
1893
$99.9K ﹤0.01%
3,025
-552
1894
$99.7K ﹤0.01%
+4,532
1895
$99.7K ﹤0.01%
11,471
+485
1896
$99.5K ﹤0.01%
1,162
+1,022
1897
$99.5K ﹤0.01%
5,928
-24
1898
$99.3K ﹤0.01%
546
-210
1899
$99.1K ﹤0.01%
1,481
+132
1900
$98.3K ﹤0.01%
1,677
+131
74 75
76
77 78