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
$1.9B
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,632
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$16.7M
3
+$10.1M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$10.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.18M

Top Sells

1
+$26.1M
2
+$5.25M
3
+$3.45M
4
IBM icon
IBM
IBM
+$3.3M
5
MPC icon
Marathon Petroleum
MPC
+$2.88M

Sector Composition

1 Healthcare 4.45%
2 Technology 3.81%
3 Industrials 3.65%
4 Energy 3.43%
5 Consumer Staples 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$643K 0.03%
25,151
+146
227
$640K 0.03%
9,310
+1,092
228
$639K 0.03%
6,862
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231
$617K 0.03%
14,960
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232
$614K 0.03%
8,051
-8,216
233
$612K 0.03%
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234
$611K 0.03%
11,807
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235
$607K 0.03%
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236
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16,699
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237
$603K 0.03%
6,335
-5,780
238
$592K 0.03%
+11,451
239
$587K 0.03%
10,780
240
$587K 0.03%
7,610
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241
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29,232
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243
$584K 0.03%
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34,110
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245
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8,206
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246
$564K 0.03%
6,024
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247
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6,150
-1,229
248
$548K 0.03%
23,220
+1,686
249
$538K 0.03%
8,000
+990
250
$537K 0.03%
22,066
+1,338
8 9
10
11 12