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
$1.52B
AUM Growth
-$5.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,106
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$6.93M
3
+$5.47M
4
WSM icon
Williams-Sonoma
WSM
+$5.28M
5
MAR icon
Marriott International
MAR
+$3.85M

Top Sells

1
+$683M
2
+$327M
3
+$323M
4
BND icon
Vanguard Total Bond Market
BND
+$278M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$255M

Sector Composition

1 Technology 6.42%
2 Financials 6.25%
3 Healthcare 6.25%
4 Industrials 5.76%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-4,638
227
– –
-4,792
228
– –
-600
229
– –
-658
230
– –
-4,823
231
– –
-7,886
232
– –
-651
233
– –
-225
234
– –
-12,250
235
– –
-57
236
– –
-267
237
– –
-4,750
238
– –
-71,715
239
– –
-96
240
– –
-1,815
241
– –
-88
242
– –
-6,779
243
– –
-8,645
244
– –
-62
245
– –
-500
246
– –
-2,868
247
– –
-2,000
248
– –
-573
249
– –
-6,030
250
– –
-156
8 9
10
11 12