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
2326
$30.5K ﹤0.01%
764
+118
2327
$30.4K ﹤0.01%
2,517
2328
$30.3K ﹤0.01%
2,717
-287
2329
$30.1K ﹤0.01%
1,652
-123
2330
$30K ﹤0.01%
687
-604
2331
$29.9K ﹤0.01%
465
+213
2332
$29.8K ﹤0.01%
5,118
-8,393
2333
$29.8K ﹤0.01%
125
+29
2334
$29.7K ﹤0.01%
826
2335
$29.5K ﹤0.01%
2,685
2336
$29.5K ﹤0.01%
249
2337
$29.3K ﹤0.01%
269
+51
2338
$29.3K ﹤0.01%
1,359
+1,302
2339
$29K ﹤0.01%
+200
2340
$29K ﹤0.01%
+673
2341
$28.9K ﹤0.01%
806
+709
2342
$28.8K ﹤0.01%
2,133
-712
2343
$28.7K ﹤0.01%
2,482
+155
2344
$28.7K ﹤0.01%
366
+135
2345
$28.6K ﹤0.01%
822
-822
2346
$28.6K ﹤0.01%
+2,346
2347
$28.6K ﹤0.01%
1,086
-1,354
2348
$28.5K ﹤0.01%
629
-1,193
2349
$28.3K ﹤0.01%
+1,793
2350
$28.2K ﹤0.01%
562
-527
92 93
94
95 96