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
151
$1.81M 0.1%
103,826
+98,757
152
$1.79M 0.09%
132,515
+3,333
153
$1.78M 0.09%
34,882
+1,106
154
$1.78M 0.09%
27,893
+5,998
155
$1.63M 0.09%
34,172
-2,952
156
$1.63M 0.09%
30,551
-1,666
157
$1.62M 0.09%
131,785
+55,019
158
$1.61M 0.08%
38,182
+10,335
159
$1.61M 0.08%
41,800
+5,522
160
$1.59M 0.08%
37,857
-773
161
$1.59M 0.08%
20,424
-348
162
$1.58M 0.08%
49,255
+16,743
163
$1.55M 0.08%
20,484
-1,889
164
$1.53M 0.08%
42,553
+2,889
165
$1.51M 0.08%
44,937
+35,653
166
$1.47M 0.08%
23,082
+3,087
167
$1.44M 0.08%
22,290
-53,356
168
$1.41M 0.07%
13,257
+69
169
$1.39M 0.07%
37,977
+17,945
170
$1.38M 0.07%
17,507
+2,430
171
$1.38M 0.07%
38,563
-2,631
172
$1.34M 0.07%
20,019
+2,166
173
$1.33M 0.07%
22,428
-751
174
$1.31M 0.07%
32,899
+4,833
175
$1.3M 0.07%
11,592
+1,024
5 6
7
8 9