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
26
$10.6M 0.7%
149,826
-35,617
27
$10.5M 0.69%
330,894
-174,633
28
$10.5M 0.69%
244,235
-44,073
29
$10.4M 0.68%
264,113
-94,318
30
$10.3M 0.68%
115,228
-15,241
31
$10.2M 0.67%
91,547
-34,541
32
$10.2M 0.67%
416,418
-804,006
33
$9.87M 0.65%
189,967
-146,078
34
$9.75M 0.64%
198,910
-44,492
35
$9.63M 0.64%
114,467
-3,309,010
36
$9.51M 0.63%
102,354
-89,995
37
$9.13M 0.6%
234,269
+4,862
38
$8.82M 0.58%
50,468
-9,499
39
$8.64M 0.57%
23,841
-5,183
40
$8.61M 0.57%
180,366
-2,710
41
$7.95M 0.52%
65,070
-46,507
42
$7.94M 0.52%
113,104
-95,853
43
$7.93M 0.52%
314,025
+18,637
44
$7.88M 0.52%
245,160
-122,621
45
$7.64M 0.5%
128,366
-16,675
46
$7.6M 0.5%
190,514
-41,274
47
$7.59M 0.5%
241,101
+173,557
48
$7.55M 0.5%
52,262
-143,528
49
$7.2M 0.48%
60,801
+60,646
50
$7.17M 0.47%
82,995
-40,455
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