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
2301
$32.6K ﹤0.01%
451
2302
$32.6K ﹤0.01%
3,581
-2,197
2303
$32.6K ﹤0.01%
737
-65
2304
$32.5K ﹤0.01%
+7,000
2305
$32.5K ﹤0.01%
1,938
2306
$32.1K ﹤0.01%
1,056
+126
2307
$32.1K ﹤0.01%
2,449
-1,666
2308
$32K ﹤0.01%
711
2309
$32K ﹤0.01%
614
-197
2310
$31.8K ﹤0.01%
1,001
+361
2311
$31.7K ﹤0.01%
1,125
-300
2312
$31.6K ﹤0.01%
712
-56
2313
$31.6K ﹤0.01%
6,415
+65
2314
$31.4K ﹤0.01%
284
+124
2315
$31.4K ﹤0.01%
1,250
2316
$31.3K ﹤0.01%
2,073
2317
$31.1K ﹤0.01%
445
2318
$31.1K ﹤0.01%
+1,960
2319
$31.1K ﹤0.01%
1,222
+925
2320
$31.1K ﹤0.01%
2,000
+653
2321
$31K ﹤0.01%
2,321
2322
$31K ﹤0.01%
345
+10
2323
$31K ﹤0.01%
1,010
+310
2324
$30.8K ﹤0.01%
+1,356
2325
$30.6K ﹤0.01%
1,455
91 92
93
94 95