Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $137B
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
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
1
$129M 6.8%
765,265
+37,408
2
$103M 5.41%
612,568
+60,368
3
$56.1M 2.95%
848,189
+109,771
4
$55.2M 2.9%
864,445
-408,619
5
$53.9M 2.84%
1,343,981
+84,647
6
$49.3M 2.59%
904,836
+80,589
7
$45.4M 2.39%
443,135
+23,509
8
$41.3M 2.17%
510,247
+65,896
9
$41.1M 2.16%
1,654,320
+122,615
10
$39.6M 2.08%
420,267
+21,887
11
$39.1M 2.06%
988,412
+883,621
12
$36.5M 1.92%
960,123
+58,471
13
$32.1M 1.69%
398,941
+208,395
14
$31.2M 1.64%
448,664
+67,847
15
$29.2M 1.54%
565,136
+67,180
16
$27.6M 1.45%
455,187
+25,238
17
$24.7M 1.3%
219,068
-25,032
18
$22.7M 1.2%
251,880
+12,397
19
$22.4M 1.18%
214,342
+96,910
20
$21.1M 1.11%
1,240,120
+28,588
21
$20.9M 1.1%
298,941
+38,601
22
$20.4M 1.07%
306,760
+21,576
23
$19.6M 1.03%
248,586
+31,187
24
$17.8M 0.93%
356,266
+26,768
25
$17.7M 0.93%
205,239
+574
1
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