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
101
$1.58M 0.1%
12,655
-4,415
102
$1.45M 0.1%
48,719
-20,433
103
$1.44M 0.09%
14,797
-80,831
104
$1.42M 0.09%
8,926
-7,995
105
$1.39M 0.09%
16,768
-70,439
106
$1.35M 0.09%
10,569
-15,240
107
$1.26M 0.08%
9,781
-76,461
108
$1.1M 0.07%
17,391
-239,634
109
$1.06M 0.07%
9,524
-291,357
110
$1.04M 0.07%
26,592
-3,260
111
$882K 0.06%
13,978
-85,864
112
$823K 0.05%
11,086
-26,727
113
$808K 0.05%
18,548
-455,960
114
$805K 0.05%
6,483
-110,403
115
$784K 0.05%
18,537
-170,712
116
$779K 0.05%
32,394
-241,962
117
$747K 0.05%
24,560
-904,100
118
$733K 0.05%
6,087
-642,719
119
$723K 0.05%
4,758
-47,406
120
$678K 0.04%
6,504
-498,601
121
$672K 0.04%
6,430
-8,120
122
$667K 0.04%
11,528
-28,391
123
$654K 0.04%
399
-91
124
$649K 0.04%
3
-6
125
$632K 0.04%
4,798
-61,131
3 4
5
6 7