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
2001
$77.8K ﹤0.01%
1,878
2002
$77.8K ﹤0.01%
20,475
-200
2003
$77.7K ﹤0.01%
4,100
2004
$77.7K ﹤0.01%
1,555
+1,182
2005
$77.5K ﹤0.01%
452
-37
2006
$77.3K ﹤0.01%
3,344
+2,512
2007
$77.2K ﹤0.01%
2,279
-147
2008
$77.2K ﹤0.01%
1,633
+662
2009
$76.6K ﹤0.01%
3,963
-4,400
2010
$76.5K ﹤0.01%
9,311
+7,311
2011
$76.4K ﹤0.01%
2,136
-78
2012
$76.4K ﹤0.01%
7,016
2013
$76.3K ﹤0.01%
1,355
+321
2014
$76K ﹤0.01%
+1,800
2015
$75.7K ﹤0.01%
2,058
-315
2016
$75.1K ﹤0.01%
225
-29
2017
$74.8K ﹤0.01%
+2,840
2018
$74.6K ﹤0.01%
1,418
+175
2019
$74.5K ﹤0.01%
6,317
-300
2020
$74.4K ﹤0.01%
1,000
2021
$73.7K ﹤0.01%
1,539
+271
2022
$73.7K ﹤0.01%
1,196
-401
2023
$73.2K ﹤0.01%
+1,766
2024
$73.2K ﹤0.01%
377
-46
2025
$73K ﹤0.01%
348
-86
79 80
81
82 83