Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $137B
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
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
1
$16.9B 15.01%
29,291,410
+932,975
2
$8.33B 7.4%
110,965,549
+5,305,365
3
$6.67B 5.93%
107,029,051
+6,538,264
4
$6.36B 5.65%
309,430,116
+16,203,334
5
$4.25B 3.78%
36,340,416
+1,437,292
6
$4B 3.56%
22,348,470
+1,808,831
7
$3.53B 3.13%
35,964,128
+3,341,238
8
$3.05B 2.71%
5,316,371
+100,767
9
$2.96B 2.63%
61,771,416
+3,554,410
10
$2.85B 2.53%
53,908,781
+2,946,476
11
$2.37B 2.11%
30,356,398
+1,896,644
12
$2.12B 1.88%
19,456,318
+598,073
13
$2.04B 1.81%
39,057,497
+866,085
14
$1.67B 1.48%
32,666,395
+959,101
15
$1.52B 1.35%
3,112,439
-86,775
16
$1.48B 1.31%
5,596,286
+298,005
17
$965M 0.86%
20,487,324
+868,897
18
$963M 0.86%
9,509,024
+592,734
19
$960M 0.85%
16,722,297
+293,015
20
$929M 0.83%
1,760,216
+296,121
21
$829M 0.74%
8,506,344
+511,997
22
$820M 0.73%
14,182,678
+14,838
23
$816M 0.72%
7,222,974
-93,996
24
$805M 0.72%
3,454,895
-20,755
25
$730M 0.65%
1,696,361
+48,648
1
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