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
1651
-5,579
1652
-1,707
1653
-57
1654
-565
1655
-3,790
1656
-20,798
1657
-504
1658
-110
1659
-68,942
1660
-531
1661
-46
1662
-231
1663
-204
1664
-12
1665
-614
1666
-10,023
1667
-941
1668
-225
1669
-10,112
1670
-1,791
1671
-2,407
1672
-7
1673
-346
1674
-143
1675
-27