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
1501
– –
-5,250
1502
– –
-6,140
1503
– –
-156
1504
– –
-2,208
1505
– –
-7,779
1506
– –
-13,687
1507
– –
-6,300
1508
– –
-246
1509
– –
-7,281
1510
– –
-494
1511
– –
-6,191
1512
– –
-3,394
1513
– –
-215
1514
– –
-1,203
1515
– –
-4,375
1516
– –
-1,707
1517
– –
-300
1518
– –
-136
1519
– –
-1,512
1520
– –
-38
1521
– –
-389
1522
– –
-157
1523
– –
-95
1524
– –
-1,306
1525
– –
-398
59 60
61
62 63