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
1926
$91.5K ﹤0.01%
+2,475
1927
$91.5K ﹤0.01%
1,332
-273
1928
$91.2K ﹤0.01%
2,702
-438
1929
$91K ﹤0.01%
71
+11
1930
$91K ﹤0.01%
5,238
-856
1931
$90.8K ﹤0.01%
1,896
+35
1932
$90.4K ﹤0.01%
689
1933
$90K ﹤0.01%
6,101
+515
1934
$89.9K ﹤0.01%
1,128
+741
1935
$89.9K ﹤0.01%
+4,738
1936
$89.9K ﹤0.01%
1,064
+11
1937
$89.8K ﹤0.01%
7,701
1938
$89.8K ﹤0.01%
2,216
+34
1939
$89.4K ﹤0.01%
686
+14
1940
$89.2K ﹤0.01%
1,178
+300
1941
$89.1K ﹤0.01%
8,024
+274
1942
$89K ﹤0.01%
598
-68
1943
$88.8K ﹤0.01%
458
+63
1944
$88.3K ﹤0.01%
1,163
+376
1945
$88.2K ﹤0.01%
+3,823
1946
$88.1K ﹤0.01%
802
-32
1947
$87.7K ﹤0.01%
10,234
-109
1948
$87.7K ﹤0.01%
6,809
-624
1949
$87.6K ﹤0.01%
1,213
+3
1950
$87.1K ﹤0.01%
5,500
-193
76 77
78
79 80