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
1476
-505
1477
-23
1478
-103
1479
-16,869
1480
-2,892
1481
-497
1482
-4,011
1483
-57
1484
-1,500
1485
-1,698
1486
-23
1487
-1,852
1488
-27
1489
-225
1490
-129,225
1491
-45,960
1492
-390
1493
-101,243
1494
-541
1495
-39
1496
-25,878
1497
-56,505
1498
-12,484
1499
-753
1500
-4,452