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
601
$40K ﹤0.01%
541
-1,422
602
$40K ﹤0.01%
1,473
+1,407
603
$40K ﹤0.01%
1,955
-17
604
$40K ﹤0.01%
816
605
$39K ﹤0.01%
3,043
+1,902
606
$39K ﹤0.01%
357
-85
607
$39K ﹤0.01%
524
+133
608
$39K ﹤0.01%
852
+752
609
$39K ﹤0.01%
832
+277
610
$39K ﹤0.01%
374
+57
611
$38K ﹤0.01%
+650
612
$38K ﹤0.01%
537
+264
613
$38K ﹤0.01%
732
614
$37K ﹤0.01%
723
+328
615
$37K ﹤0.01%
1,091
616
$37K ﹤0.01%
+768
617
$37K ﹤0.01%
1,213
-4
618
$37K ﹤0.01%
3,556
-1,345
619
$36K ﹤0.01%
478
+1
620
$36K ﹤0.01%
972
+572
621
$36K ﹤0.01%
918
+65
622
$36K ﹤0.01%
2,297
-313
623
$36K ﹤0.01%
248
+169
624
$36K ﹤0.01%
1,108
625
$35K ﹤0.01%
613
+105
23 24
25
26 27