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
1076
-21,100
1077
-35,880
1078
-674
1079
-5
1080
-1,460
1081
-10,804
1082
-351
1083
-15,727
1084
-591
1085
-1,284
1086
-333
1087
-8,114
1088
-12,205
1089
-5,653
1090
-56,930
1091
-7,075
1092
-23
1093
-27
1094
-32,578
1095
-300
1096
-269
1097
-728
1098
-22,502
1099
-15,273
1100
-14,720