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
1626
– –
-1,865
1627
– –
-3,732
1628
– –
-2,158
1629
– –
-4,988
1630
– –
-104
1631
– –
-1,824
1632
– –
-513
1633
– –
-43,073
1634
– –
-12,826
1635
– –
-6,869
1636
– –
-306
1637
– –
-225
1638
– –
-3,264
1639
– –
-825
1640
– –
-4,750
1641
– –
-331
1642
– –
-575
1643
– –
-47
1644
– –
-404
1645
– –
-65,610
1646
– –
-66,116
1647
– –
-16,692
1648
– –
-261
1649
– –
-6,653
1650
– –
-2,271
64 65
66
67 68