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
1101
$3K ﹤0.01%
+37
1102
$3K ﹤0.01%
+42
1103
$3K ﹤0.01%
71
1104
$3K ﹤0.01%
94
1105
$3K ﹤0.01%
+662
1106
$3K ﹤0.01%
19
-50
1107
$3K ﹤0.01%
104
-1,164
1108
$3K ﹤0.01%
+245
1109
$3K ﹤0.01%
+95
1110
$3K ﹤0.01%
700
-6,300
1111
$3K ﹤0.01%
+240
1112
$3K ﹤0.01%
46
1113
$3K ﹤0.01%
+47
1114
$3K ﹤0.01%
315
-2,505
1115
$3K ﹤0.01%
+152
1116
$3K ﹤0.01%
+225
1117
$3K ﹤0.01%
+103
1118
$3K ﹤0.01%
785
-815
1119
$3K ﹤0.01%
+39
1120
$3K ﹤0.01%
86
-914
1121
$3K ﹤0.01%
198
-16,085
1122
$3K ﹤0.01%
+35
1123
$3K ﹤0.01%
+45
1124
$3K ﹤0.01%
+41
1125
$3K ﹤0.01%
259
+65
43 44
45
46 47