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
126
$617K 0.04%
14,578
-121,839
127
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12,142
-65,600
128
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13,058
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129
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130
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11,170
-161,540
131
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5,890
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132
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133
$499K 0.03%
13,326
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134
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6,195
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135
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136
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137
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-15,843
138
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15,023
-482,825
139
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13,320
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140
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11,250
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141
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142
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143
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144
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-995,247
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2,963
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146
$372K 0.02%
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147
$369K 0.02%
6,824
-80,519
148
$363K 0.02%
2,666
-12,365
149
$363K 0.02%
4,522
-60,045
150
$358K 0.02%
3,100
-94,229
4 5
6
7 8