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
401
$151K 0.01%
4,035
-611
402
$151K 0.01%
1,652
+660
403
$151K 0.01%
5,131
-65
404
$151K 0.01%
+7,597
405
$150K 0.01%
2,561
+699
406
$150K 0.01%
2,571
-119
407
$149K 0.01%
+3,190
408
$148K 0.01%
3,423
+53
409
$146K 0.01%
2,688
410
$146K 0.01%
12,885
-965
411
$143K 0.01%
2,461
+461
412
$141K 0.01%
3,775
+46
413
$140K 0.01%
6,660
-248
414
$140K 0.01%
3,218
+44
415
$139K 0.01%
5,936
-50
416
$139K 0.01%
1,602
-25
417
$139K 0.01%
10,120
+2,785
418
$137K 0.01%
832
-86
419
$136K 0.01%
3,160
-172
420
$135K 0.01%
2,528
+273
421
$134K 0.01%
11,078
-1,004
422
$132K 0.01%
+7,224
423
$131K 0.01%
1,030
-5,040
424
$130K 0.01%
8,512
+4,736
425
$129K 0.01%
3,614
-1,660
15 16
17
18 19