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
501
$75K ﹤0.01%
1,681
-68
502
$75K ﹤0.01%
648
+175
503
$75K ﹤0.01%
5,762
-66,433
504
$75K ﹤0.01%
1,354
505
$74K ﹤0.01%
3,082
+54
506
$74K ﹤0.01%
2,878
+1,622
507
$74K ﹤0.01%
+1,776
508
$73K ﹤0.01%
2,104
+294
509
$73K ﹤0.01%
+434
510
$73K ﹤0.01%
1,283
+845
511
$73K ﹤0.01%
8,333
+446
512
$73K ﹤0.01%
3,534
513
$72K ﹤0.01%
1,534
-91
514
$72K ﹤0.01%
1,684
515
$72K ﹤0.01%
1,912
-370
516
$72K ﹤0.01%
2,636
-379
517
$72K ﹤0.01%
+692
518
$72K ﹤0.01%
+6,142
519
$71K ﹤0.01%
655
+615
520
$71K ﹤0.01%
1,191
+101
521
$70K ﹤0.01%
953
+26
522
$70K ﹤0.01%
+5,880
523
$70K ﹤0.01%
1,439
+15
524
$69K ﹤0.01%
857
+25
525
$69K ﹤0.01%
1,283
-1,675
19 20
21
22 23