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
2026
$73K ﹤0.01%
2,079
+2,000
2027
$72.9K ﹤0.01%
490
+362
2028
$72.8K ﹤0.01%
+3,967
2029
$72.2K ﹤0.01%
265
-77
2030
$71.4K ﹤0.01%
1,262
-133
2031
$71.4K ﹤0.01%
1,739
-11,052
2032
$71.3K ﹤0.01%
+2,698
2033
$70.8K ﹤0.01%
6,774
-176
2034
$70.5K ﹤0.01%
2,572
-2,197
2035
$70.5K ﹤0.01%
5,405
-6,541
2036
$69.9K ﹤0.01%
2,114
2037
$69.7K ﹤0.01%
2,774
+151
2038
$69.5K ﹤0.01%
928
2039
$69.4K ﹤0.01%
305
-1
2040
$69.2K ﹤0.01%
642
+630
2041
$68.6K ﹤0.01%
2,150
-142
2042
$68.5K ﹤0.01%
851
+1
2043
$68.2K ﹤0.01%
1,781
+762
2044
$68.1K ﹤0.01%
451
-70
2045
$67.8K ﹤0.01%
749
-24
2046
$67.8K ﹤0.01%
+2,294
2047
$67.7K ﹤0.01%
2,206
2048
$67.4K ﹤0.01%
3,015
-342
2049
$67K ﹤0.01%
7,596
+2,476
2050
$66.9K ﹤0.01%
956
+24
80 81
82
83 84