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
51
$7.15M 0.47%
69,511
-122,461
52
$6.99M 0.46%
82,236
-2,472
53
$6.97M 0.46%
100,293
-40,623
54
$6.93M 0.46%
121,453
+7,229
55
$6.91M 0.46%
177,933
+2,809
56
$6.8M 0.45%
48,551
-23,107
57
$6.71M 0.44%
127,478
-73,789
58
$6.43M 0.42%
170,414
-83,464
59
$6.31M 0.42%
87,438
-34,303
60
$6.27M 0.41%
95,843
-5,351
61
$6.2M 0.41%
35,360
-7,381
62
$6.13M 0.4%
90,303
-5,078
63
$6.07M 0.4%
47,351
-4,507
64
$5.94M 0.39%
7,736
-246
65
$5.76M 0.38%
63,043
-376
66
$5.65M 0.37%
33,909
-2,502
67
$5.49M 0.36%
214,908
+206,654
68
$5.46M 0.36%
32,754
-31,166
69
$5.31M 0.35%
3,609
-7,328
70
$5.27M 0.35%
58,729
-134,443
71
$5.25M 0.35%
39,041
+3,467
72
$5.15M 0.34%
97,178
-6,733
73
$4.91M 0.32%
162,691
-97,265
74
$4.87M 0.32%
92,352
-25,429
75
$4.8M 0.32%
88,062
+38,633
1 2
3
4 5