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
2051
$66.8K ﹤0.01%
797
+2
2052
$66.7K ﹤0.01%
+2,278
2053
$66.6K ﹤0.01%
4,224
-2,444
2054
$66.4K ﹤0.01%
2,848
-2,227
2055
$66.3K ﹤0.01%
1,048
-178
2056
$65.6K ﹤0.01%
1,500
2057
$65.6K ﹤0.01%
3,634
2058
$65.1K ﹤0.01%
+1,642
2059
$65K ﹤0.01%
4,278
+412
2060
$64.7K ﹤0.01%
904
-739
2061
$64.5K ﹤0.01%
1,244
2062
$64.5K ﹤0.01%
4,099
+3,827
2063
$64.4K ﹤0.01%
19,750
+8,565
2064
$64.3K ﹤0.01%
3,021
+2,029
2065
$64.2K ﹤0.01%
1,705
-4,661
2066
$64.2K ﹤0.01%
304
+35
2067
$64.1K ﹤0.01%
2,439
2068
$64K ﹤0.01%
1,188
-932
2069
$63.6K ﹤0.01%
+532
2070
$63.5K ﹤0.01%
1,639
2071
$62.9K ﹤0.01%
485
-183
2072
$62.8K ﹤0.01%
5,000
2073
$62.4K ﹤0.01%
1,624
+36
2074
$62.2K ﹤0.01%
+3,540
2075
$62.2K ﹤0.01%
2,063
81 82
83
84 85