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
1951
$87K ﹤0.01%
937
+785
1952
$87K ﹤0.01%
9,390
-409
1953
$86.7K ﹤0.01%
7,729
-2,977
1954
$86.7K ﹤0.01%
8,402
+1,531
1955
$86.7K ﹤0.01%
2,728
-7,141
1956
$86.6K ﹤0.01%
1,231
-1,729
1957
$86.5K ﹤0.01%
2,218
-2,420
1958
$86.4K ﹤0.01%
2,385
-249
1959
$86.2K ﹤0.01%
1,048
+875
1960
$86.2K ﹤0.01%
6,324
+497
1961
$86.1K ﹤0.01%
1,156
+345
1962
$86K ﹤0.01%
433
+4
1963
$85.1K ﹤0.01%
324
-44
1964
$85.1K ﹤0.01%
428
+195
1965
$85K ﹤0.01%
5,063
+1,561
1966
$84.7K ﹤0.01%
2,005
-2,103
1967
$84.6K ﹤0.01%
13,000
1968
$84.5K ﹤0.01%
2,497
-185
1969
$84K ﹤0.01%
66
+10
1970
$84K ﹤0.01%
12,799
+6,257
1971
$83.2K ﹤0.01%
899
+18
1972
$82.6K ﹤0.01%
1,354
-68
1973
$82.5K ﹤0.01%
1,886
+18
1974
$82.5K ﹤0.01%
2,719
-2,262
1975
$82.2K ﹤0.01%
435
77 78
79
80 81