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
1626
-77,702
1627
-49,102
1628
-500
1629
-236
1630
-50,672
1631
-151
1632
-33
1633
-1,362
1634
-280
1635
-60
1636
-17
1637
-4
1638
-81,576
1639
-5,250
1640
-6,140
1641
-156
1642
-2,208
1643
-7,779
1644
-13,687
1645
-63
1646
-3,262
1647
-67
1648
-1,450
1649
-6,067
1650
-950