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
1076
-10,102
1077
-910
1078
-60,933
1079
-706
1080
-1,875
1081
-40,435
1082
-200
1083
-2,455
1084
-42
1085
-223
1086
-98,789
1087
-4,506
1088
-2,000
1089
-4,350
1090
-11,748
1091
-8,941
1092
-19
1093
-1,559
1094
-75,740
1095
-172
1096
-245
1097
-11,375
1098
-1,495
1099
-216
1100
-17,419