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
301
– –
-32
302
– –
-278
303
– –
-69
304
– –
-45
305
– –
-107
306
– –
-10
307
– –
-27,391
308
– –
-21,266
309
– –
-264
310
– –
-402
311
– –
-1,050
312
– –
-420
313
– –
-346
314
– –
-277
315
– –
-3,465
316
– –
-550
317
– –
-1,982
318
– –
-65
319
– –
-18
320
– –
-376
321
– –
-376
322
– –
-116
323
– –
-1,508
324
– –
-5,336
325
– –
-14,084
11 12
13
14 15