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
26
$17.5M 0.92%
201,831
+8,433
27
$17.3M 0.91%
200,666
-4,794
28
$16.7M 0.88%
155,437
+6,844
29
$15.3M 0.81%
128,389
+14,036
30
$15.2M 0.8%
194,967
+3,690
31
$14.8M 0.78%
424,600
-31,588
32
$14M 0.74%
115,545
-3,495
33
$13.8M 0.72%
163,059
+24,722
34
$13.3M 0.7%
325,926
-34,732
35
$13.2M 0.69%
255,608
+115,886
36
$13.1M 0.69%
320,771
+32,409
37
$12.6M 0.66%
111,354
-8,315
38
$12.5M 0.66%
122,035
+89,944
39
$11.7M 0.61%
91,133
-22,364
40
$11.6M 0.61%
150,345
+15,764
41
$10.2M 0.53%
88,676
+5,736
42
$9.82M 0.52%
116,022
+21,341
43
$9.81M 0.52%
183,048
-97,916
44
$9.66M 0.51%
148,176
+31,553
45
$9.53M 0.5%
99,005
+20,915
46
$9.43M 0.5%
83,074
+17,680
47
$9.33M 0.49%
172,788
+6,500
48
$9.06M 0.48%
103,372
+21,626
49
$9.02M 0.47%
309,192
+25,148
50
$8.64M 0.45%
248,580
+18,044
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