Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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 +$7.3M
2 +$6.7M
3 +$5.65M
4
WSM icon
Williams-Sonoma
WSM
+$5.4M
5
MAR icon
Marriott International
MAR
+$4.03M

Top Sells

1 +$683M
2 +$327M
3 +$318M
4
BND icon
Vanguard Total Bond Market
BND
+$279M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$254M

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
1051
-159
1052
-247
1053
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1054
-200
1055
-6,345
1056
-1,336
1057
-2,223
1058
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1059
-1,438
1060
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1061
-8,258
1062
-43
1063
-1,253
1064
-1,013
1065
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1066
-6,573
1067
-578
1068
-42,211
1069
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1070
-9,430
1071
-1,859
1072
-20,639
1073
-58,930
1074
-130
1075
-5,438