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
626
$35K ﹤0.01%
670
+34
627
$35K ﹤0.01%
+1,038
628
$35K ﹤0.01%
389
-141
629
$34K ﹤0.01%
680
630
$34K ﹤0.01%
779
-72
631
$34K ﹤0.01%
843
632
$34K ﹤0.01%
6,590
-280
633
$34K ﹤0.01%
+333
634
$34K ﹤0.01%
918
+396
635
$34K ﹤0.01%
+710
636
$33K ﹤0.01%
+657
637
$33K ﹤0.01%
+807
638
$33K ﹤0.01%
707
-1,359
639
$33K ﹤0.01%
1,069
-16
640
$33K ﹤0.01%
1,008
+352
641
$33K ﹤0.01%
1,343
642
$32K ﹤0.01%
1,236
+1,081
643
$32K ﹤0.01%
539
644
$32K ﹤0.01%
862
645
$32K ﹤0.01%
412
-7
646
$32K ﹤0.01%
5,748
+550
647
$32K ﹤0.01%
1,016
648
$32K ﹤0.01%
+2,676
649
$31K ﹤0.01%
844
+4
650
$31K ﹤0.01%
2,573
+44
24 25
26
27 28