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
276
$371K 0.02%
4,384
+88
277
$370K 0.02%
6,151
-214
278
$370K 0.02%
31,539
+1,107
279
$364K 0.02%
6,295
+243
280
$362K 0.02%
8,547
-3,862
281
$355K 0.02%
9,872
+919
282
$350K 0.02%
4,729
+462
283
$345K 0.02%
14,161
-8,378
284
$340K 0.02%
7,221
+65
285
$338K 0.02%
35,045
+3,319
286
$336K 0.02%
2,797
+279
287
$336K 0.02%
3,776
+656
288
$333K 0.02%
9,051
+780
289
$333K 0.02%
8,265
+553
290
$333K 0.02%
6,214
-980
291
$330K 0.02%
10,212
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292
$326K 0.02%
3,991
+1,481
293
$326K 0.02%
5,334
-4,442
294
$324K 0.02%
6,646
+172
295
$324K 0.02%
10,598
-798
296
$320K 0.02%
+2,295
297
$314K 0.02%
2,937
+99
298
$307K 0.02%
9,552
-89,558
299
$304K 0.02%
10,737
+2,272
300
$294K 0.02%
1,122
+4
10 11
12
13 14