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
2251
$38.3K ﹤0.01%
8,940
2252
$38.2K ﹤0.01%
2,963
2253
$38.2K ﹤0.01%
2,688
-2,108
2254
$38K ﹤0.01%
6,125
-375
2255
$37.7K ﹤0.01%
213
2256
$37.6K ﹤0.01%
234
-5
2257
$37.5K ﹤0.01%
+598
2258
$37.4K ﹤0.01%
625
2259
$37.4K ﹤0.01%
2,649
+2,362
2260
$37.4K ﹤0.01%
3,000
2261
$37.3K ﹤0.01%
3,133
-717
2262
$37.1K ﹤0.01%
2,835
-797
2263
$36.8K ﹤0.01%
686
2264
$36.8K ﹤0.01%
876
+38
2265
$36.6K ﹤0.01%
238
-23
2266
$36.5K ﹤0.01%
875
2267
$36.5K ﹤0.01%
+1,120
2268
$36.3K ﹤0.01%
1,962
2269
$36.2K ﹤0.01%
852
+837
2270
$36.2K ﹤0.01%
+800
2271
$36.2K ﹤0.01%
2,132
-778
2272
$35.9K ﹤0.01%
677
-1,374
2273
$35.6K ﹤0.01%
+5,399
2274
$35.4K ﹤0.01%
185
-12
2275
$35.3K ﹤0.01%
577
89 90
91
92 93