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
201
$910K 0.05%
26,455
-2,497
202
$880K 0.05%
11,591
+731
203
$869K 0.05%
21,382
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204
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13,436
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205
$831K 0.04%
23,367
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206
$816K 0.04%
7,706
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207
$809K 0.04%
165
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208
$805K 0.04%
35,696
-2,086
209
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12,576
+1,776
210
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+25,682
211
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43
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212
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14,672
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213
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214
$746K 0.04%
8,098
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215
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216
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218
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10,036
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219
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50,412
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220
$680K 0.04%
16,190
221
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21,112
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222
$670K 0.04%
51,417
+10,464
223
$656K 0.03%
4,940
-2,086
224
$656K 0.03%
53,028
+47,128
225
$651K 0.03%
51,617
-6,153
7 8
9
10 11