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
2101
$57.9K ﹤0.01%
+1,070
2102
$57.9K ﹤0.01%
811
-828
2103
$57.7K ﹤0.01%
1,199
+18
2104
$57.6K ﹤0.01%
1,433
+437
2105
$57.6K ﹤0.01%
554
-15
2106
$57.5K ﹤0.01%
649
+118
2107
$57.4K ﹤0.01%
1,930
+42
2108
$57K ﹤0.01%
1,052
-9
2109
$56.7K ﹤0.01%
1,853
-2,335
2110
$56.6K ﹤0.01%
704
2111
$56.3K ﹤0.01%
1,441
+305
2112
$56.2K ﹤0.01%
2,903
+1,785
2113
$56.2K ﹤0.01%
3,672
-380
2114
$55.8K ﹤0.01%
1,526
+50
2115
$55.4K ﹤0.01%
1,123
-60
2116
$55.2K ﹤0.01%
1,140
-69
2117
$55.2K ﹤0.01%
712
-14
2118
$54.9K ﹤0.01%
5,000
2119
$54.6K ﹤0.01%
3,192
+103
2120
$54.4K ﹤0.01%
50,346
2121
$54.3K ﹤0.01%
1,401
-109
2122
$54.2K ﹤0.01%
1,560
2123
$54.1K ﹤0.01%
572
2124
$54.1K ﹤0.01%
3,517
-7,131
2125
$53.9K ﹤0.01%
1,453
83 84
85
86 87