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
76
$5.38M 0.28%
307,046
+3,983
77
$5.38M 0.28%
110,999
+50,346
78
$5.36M 0.28%
196,571
+3,495
79
$5.33M 0.28%
129,073
-22,601
80
$5.29M 0.28%
115,902
+27,194
81
$5.16M 0.27%
61,893
-18,130
82
$5.09M 0.27%
44,629
+9
83
$5.05M 0.27%
104,947
-15,437
84
$5.03M 0.26%
33,303
+2,017
85
$5.01M 0.26%
22,136
+1,114
86
$4.99M 0.26%
137,290
+120,520
87
$4.84M 0.25%
76,803
+60,800
88
$4.84M 0.25%
43,936
+8,193
89
$4.77M 0.25%
282,551
+25,432
90
$4.61M 0.24%
106,064
+2,268
91
$4.6M 0.24%
75,481
-1,678
92
$4.58M 0.24%
147,636
+3,464
93
$4.47M 0.24%
118,093
+9,098
94
$4.31M 0.23%
51,976
+13,298
95
$4.3M 0.23%
501,240
+67,797
96
$4.24M 0.22%
90,802
-2,069
97
$4.22M 0.22%
55,635
+2,494
98
$4M 0.21%
9,470
+494
99
$3.93M 0.21%
115,194
+114,860
100
$3.91M 0.21%
82,066
+17,413
2 3
4
5 6