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
1201
– –
-207
1202
– –
-2,802
1203
– –
-1,867
1204
– –
-706
1205
– –
-1,875
1206
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-40,435
1207
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-200
1208
– –
-2,455
1209
– –
-42
1210
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-223
1211
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-4,476
1212
– –
-2,490
1213
– –
-98,789
1214
– –
-4,506
1215
– –
-2,000
1216
– –
-4,350
1217
– –
-11,748
1218
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-8,941
1219
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-19
1220
– –
-1,559
1221
– –
-75,740
1222
– –
-172
1223
– –
-245
1224
– –
-11,375
1225
– –
-1,495
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