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
1301
-221
1302
-1,500
1303
-153
1304
-253
1305
-12,544
1306
-4,780
1307
-16,710
1308
-953
1309
-998
1310
-262
1311
-2,161
1312
-25,600
1313
-828
1314
-4,589
1315
-14,445
1316
-699
1317
-3,623
1318
-7
1319
-24,600
1320
-63
1321
-82
1322
-930
1323
-109
1324
-530
1325
-26,106