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
51
$8.64M 0.45%
224,646
+780
52
$8.37M 0.44%
383,512
+142,331
53
$8.34M 0.44%
113,849
+5,800
54
$7.81M 0.41%
463,566
+83,505
55
$7.77M 0.41%
72,891
+5,466
56
$7.6M 0.4%
76,076
-7,056
57
$7.55M 0.4%
227,562
+15,635
58
$7.26M 0.38%
316,864
-8,473
59
$7.11M 0.37%
206,880
+777
60
$7.06M 0.37%
212,224
-11,528
61
$7.06M 0.37%
286,248
+2,565
62
$7.05M 0.37%
103,841
-925
63
$6.89M 0.36%
91,182
-8,002
64
$6.79M 0.36%
204,704
+40,932
65
$6.74M 0.35%
80,703
+142
66
$6.52M 0.34%
166,231
+1,367
67
$6.44M 0.34%
80,973
+3,207
68
$6.38M 0.34%
285,476
+36,740
69
$6.27M 0.33%
267,485
+63,085
70
$6.17M 0.32%
86,165
-21,878
71
$6.15M 0.32%
60,034
+12,619
72
$6.12M 0.32%
34,568
-18,618
73
$5.85M 0.31%
94,649
+33,383
74
$5.57M 0.29%
217,985
-57,322
75
$5.4M 0.28%
150,154
+27,182
1 2
3
4 5