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
2351
$28.1K ﹤0.01%
900
-2,930
2352
$28.1K ﹤0.01%
+514
2353
$28.1K ﹤0.01%
6,153
+200
2354
$28.1K ﹤0.01%
1,788
+240
2355
$27.9K ﹤0.01%
15,880
-4,535
2356
$27.9K ﹤0.01%
+729
2357
$27.4K ﹤0.01%
3,847
2358
$27.3K ﹤0.01%
1,625
2359
$27.2K ﹤0.01%
2,194
+51
2360
$27K ﹤0.01%
1,177
-496
2361
$26.9K ﹤0.01%
3,967
+2,638
2362
$26.9K ﹤0.01%
1,074
-266
2363
$26.7K ﹤0.01%
2,206
2364
$26.4K ﹤0.01%
2,000
2365
$26.4K ﹤0.01%
+1,224
2366
$26.3K ﹤0.01%
301
2367
$26.3K ﹤0.01%
430
+202
2368
$26.2K ﹤0.01%
1,505
+1,380
2369
$26.1K ﹤0.01%
940
+133
2370
$26.1K ﹤0.01%
209
-41
2371
$26K ﹤0.01%
242
2372
$26K ﹤0.01%
274
+100
2373
$25.9K ﹤0.01%
184
+54
2374
$25.9K ﹤0.01%
155
+12
2375
$25.8K ﹤0.01%
+1,056
93 94
95
96 97