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
1226
– –
-24
1227
– –
-42,705
1228
– –
-12,342
1229
– –
-29,231
1230
– –
-73
1231
– –
-7,370
1232
– –
-18
1233
– –
-1,204
1234
– –
-368
1235
– –
-100
1236
– –
-2,730
1237
– –
-70
1238
– –
-8,186
1239
– –
-126
1240
– –
-39,359
1241
– –
-5,379
1242
– –
-5,301
1243
– –
-340
1244
– –
-431
1245
– –
-221
1246
– –
-1,500
1247
– –
-153
1248
– –
-253
1249
– –
-12,544
1250
– –
-4,780
48 49
50
51 52