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
1476
– –
-45
1477
– –
-493
1478
– –
-616
1479
$0 ﹤0.01%
10
-2
1480
– –
-2,000
1481
– –
-800
1482
– –
-13
1483
– –
-2,584
1484
– –
-50,000
1485
– –
-655
1486
– –
-8,657
1487
$0 ﹤0.01%
29
-87
1488
– –
-29
1489
– –
-115
1490
– –
-11
1491
– –
-1,000
1492
$0 ﹤0.01%
+27
1493
– –
-8,124
1494
– –
-534
1495
– –
-540
1496
– –
-992
1497
– –
-85
1498
– –
-178
1499
– –
-2
1500
– –
-164
58 59
60
61 62