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
301
$294K 0.02%
756,480
+61,760
302
$292K 0.02%
5,530
+1,000
303
$290K 0.02%
8,580
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304
$285K 0.02%
6,555
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305
$283K 0.01%
23,100
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306
$282K 0.01%
6,286
+497
307
$281K 0.01%
23,968
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308
$281K 0.01%
3,616
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309
$280K 0.01%
4,832
-3
310
$278K 0.01%
5,956
-2,462
311
$273K 0.01%
19,700
-3,500
312
$267K 0.01%
+7,826
313
$266K 0.01%
8,000
-2,176
314
$263K 0.01%
+2,989
315
$263K 0.01%
6,101
-17,744
316
$263K 0.01%
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317
$262K 0.01%
2,656
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318
$262K 0.01%
8,341
-996
319
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1,656
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320
$257K 0.01%
43,776
+4,627
321
$256K 0.01%
3,992
322
$255K 0.01%
36,000
-24,000
323
$251K 0.01%
3,080
+173
324
$250K 0.01%
2,534
-446
325
$250K 0.01%
8,003
-3,660
11 12
13
14 15