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
426
– –
-200
427
– –
-629
428
– –
-132
429
– –
-171
430
– –
-150
431
– –
-18
432
– –
-92
433
– –
-1,386
434
– –
-99
435
– –
-162
436
– –
-3,483
437
– –
-19
438
– –
-77
439
– –
-5,149
440
– –
-4,612
441
– –
-811
442
– –
-95,737
443
– –
-255
444
– –
-489
445
– –
-442
446
– –
-2,404
447
– –
-150
448
– –
-28
449
– –
-394
450
– –
-85
16 17
18
19 20