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
126
$2.74M 0.14%
56,464
+38,587
127
$2.69M 0.14%
71,930
+9,035
128
$2.6M 0.14%
34,776
+2,503
129
$2.56M 0.13%
66,474
+1,765
130
$2.51M 0.13%
21,330
+4,597
131
$2.43M 0.13%
52,560
+4,914
132
$2.37M 0.12%
252,800
+4,798
133
$2.35M 0.12%
40,247
+8,074
134
$2.3M 0.12%
23,613
+1,044
135
$2.29M 0.12%
108,500
+3,853
136
$2.28M 0.12%
29,110
+9,286
137
$2.25M 0.12%
151,537
+659
138
$2.25M 0.12%
9,889
+8,614
139
$2.22M 0.12%
43,989
+37,782
140
$2.09M 0.11%
41,268
+1,718
141
$2.09M 0.11%
151,200
-19,259
142
$2.07M 0.11%
18,063
+2,487
143
$2.04M 0.11%
23,903
+3,170
144
$2M 0.11%
39,776
+2,674
145
$1.97M 0.1%
92,940
+1,991
146
$1.93M 0.1%
58,239
+54,309
147
$1.91M 0.1%
49,499
+3,054
148
$1.87M 0.1%
265,438
+4,900
149
$1.82M 0.1%
20,658
+224
150
$1.82M 0.1%
46,660
-628
4 5
6
7 8