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
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
201
$49.9M 0.04%
202,298
+2,443
202
$49.5M 0.04%
1,382,928
+54,933
203
$49.4M 0.04%
683,913
+59,572
204
$49.1M 0.04%
15,579
+508
205
$48.9M 0.04%
272,465
+933
206
$48.8M 0.04%
211,511
+34,878
207
$48.7M 0.04%
773,696
+34,098
208
$48.6M 0.04%
235,512
+1,266
209
$48.4M 0.04%
3,604,360
+386,000
210
$48M 0.04%
677,050
+26,240
211
$47.7M 0.04%
241,666
+14,595
212
$47.7M 0.04%
955,843
+6,254
213
$47.6M 0.04%
582,020
+15,723
214
$47.5M 0.04%
451,302
+8,951
215
$47.1M 0.04%
954,675
-58,071
216
$46.6M 0.04%
422,120
+9,586
217
$46.6M 0.04%
1,348,905
+70,683
218
$44.9M 0.04%
117,698
+2,217
219
$44.4M 0.04%
465,469
+5,482
220
$44.3M 0.04%
419,560
+51,467
221
$44M 0.04%
603,472
-118,345
222
$44M 0.04%
88,801
+1,340
223
$43.9M 0.04%
212,579
-17,765
224
$43.8M 0.04%
207,085
-184,239
225
$43.8M 0.04%
104,883
+1,421
7 8
9
10 11