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
1976
$82.1K ﹤0.01%
618
+96
1977
$81.6K ﹤0.01%
1,573
+1,148
1978
$81.3K ﹤0.01%
5,000
1979
$80.8K ﹤0.01%
8,957
-713
1980
$80.7K ﹤0.01%
2,536
+1
1981
$80.7K ﹤0.01%
2,391
-2,497
1982
$80.6K ﹤0.01%
468
1983
$80.5K ﹤0.01%
+3,156
1984
$80.3K ﹤0.01%
1,780
-961
1985
$80K ﹤0.01%
447
+406
1986
$79.9K ﹤0.01%
4,188
+988
1987
$79.8K ﹤0.01%
301
+5
1988
$79.8K ﹤0.01%
938
+888
1989
$79.7K ﹤0.01%
1,529
1990
$79.1K ﹤0.01%
738
1991
$79K ﹤0.01%
8,927
-19,754
1992
$78.8K ﹤0.01%
2,691
+1,747
1993
$78.7K ﹤0.01%
4,525
-1,907
1994
$78.7K ﹤0.01%
713
+378
1995
$78.3K ﹤0.01%
2,084
+8
1996
$78.3K ﹤0.01%
491
1997
$78.3K ﹤0.01%
1,131
-66
1998
$78.1K ﹤0.01%
1,188
+263
1999
$78.1K ﹤0.01%
5,258
+20
2000
$78K ﹤0.01%
1,522
+7
78 79
80
81 82