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
451
$105K 0.01%
6,763
+97
452
$105K 0.01%
4,245
+520
453
$104K 0.01%
+3,200
454
$104K 0.01%
+2,419
455
$104K 0.01%
1,586
+415
456
$104K 0.01%
1,871
-900
457
$104K 0.01%
2,641
+226
458
$103K 0.01%
+8,273
459
$103K 0.01%
2,333
-6,044
460
$102K 0.01%
2,426
+632
461
$102K 0.01%
4,956
+75
462
$102K 0.01%
1,586
+100
463
$101K 0.01%
6,088
+810
464
$100K 0.01%
8,169
+4,070
465
$99K 0.01%
1,877
+543
466
$99K 0.01%
+4,073
467
$98K 0.01%
3,482
+748
468
$98K 0.01%
6,802
+356
469
$96K 0.01%
1,037
-90
470
$96K 0.01%
1,165
+78
471
$95K 0.01%
1,385
+274
472
$95K 0.01%
5,749
+12
473
$95K 0.01%
1,428
+30
474
$95K 0.01%
1,134
+381
475
$95K 0.01%
1,518
+209
17 18
19
20 21