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
2201
$43.7K ﹤0.01%
957
-39
2202
$43.6K ﹤0.01%
1,164
+879
2203
$43.6K ﹤0.01%
3,214
-781,010
2204
$43.6K ﹤0.01%
6,142
+157
2205
$43.5K ﹤0.01%
1,676
+676
2206
$43.4K ﹤0.01%
849
+635
2207
$43.4K ﹤0.01%
3,500
2208
$43.3K ﹤0.01%
3,347
-1,000
2209
$43K ﹤0.01%
11,540
-726
2210
$43K ﹤0.01%
+600
2211
$42.9K ﹤0.01%
2,845
2212
$42.7K ﹤0.01%
3,319
+95
2213
$42.7K ﹤0.01%
1,090
-328
2214
$42.6K ﹤0.01%
126
2215
$42.4K ﹤0.01%
4,517
2216
$42.1K ﹤0.01%
5,500
+1,145
2217
$41.9K ﹤0.01%
254
-1,266
2218
$41.5K ﹤0.01%
2,019
-1,200
2219
$41.3K ﹤0.01%
2,223
+3
2220
$41.2K ﹤0.01%
99
+34
2221
$41.2K ﹤0.01%
5,361
+348
2222
$41.1K ﹤0.01%
94
-41
2223
$41.1K ﹤0.01%
803
+139
2224
$40.9K ﹤0.01%
457
-742
2225
$40.8K ﹤0.01%
4,168
-1,848
87 88
89
90 91