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
1901
$98.2K ﹤0.01%
178
+5
1902
$97.6K ﹤0.01%
14,607
-145,301
1903
$97.4K ﹤0.01%
5,340
-1,848
1904
$97.1K ﹤0.01%
2,207
-900
1905
$97K ﹤0.01%
2,292
+1,117
1906
$96.5K ﹤0.01%
+1,821
1907
$96.2K ﹤0.01%
1,288
-244
1908
$94.9K ﹤0.01%
2,344
-681
1909
$94.7K ﹤0.01%
2,187
-10
1910
$94.4K ﹤0.01%
35,479
-22,314
1911
$94.3K ﹤0.01%
1,748
-284
1912
$94.1K ﹤0.01%
2,000
-276
1913
$94K ﹤0.01%
1,970
+50
1914
$93.8K ﹤0.01%
4,012
+152
1915
$93.7K ﹤0.01%
2,098
+1,233
1916
$93.6K ﹤0.01%
8,522
+810
1917
$93.6K ﹤0.01%
5,250
-280
1918
$92.9K ﹤0.01%
5,880
1919
$92.8K ﹤0.01%
2,903
-644
1920
$92.7K ﹤0.01%
3,952
+1,145
1921
$92.6K ﹤0.01%
3,221
+3,072
1922
$92.5K ﹤0.01%
1,818
-5,953
1923
$92.3K ﹤0.01%
4,543
-6
1924
$91.6K ﹤0.01%
1,165
+39
1925
$91.6K ﹤0.01%
2,217
75 76
77
78 79