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
1701
– –
-6,258
1702
– –
-12,269
1703
– –
-13,005
1704
– –
-1,049
1705
– –
-272
1706
– –
-143
1707
– –
-6,465
1708
– –
-542
1709
– –
-72
1710
– –
-430
1711
– –
-634
1712
– –
-27,966
1713
– –
-449
1714
– –
-4,106
1715
– –
-47
1716
– –
-3
1717
– –
-7
1718
– –
-454
1719
– –
-2,845
1720
– –
-12,146
1721
– –
-13,889
1722
– –
-7,097
1723
– –
-101
1724
– –
-1,549
1725
– –
-3,644
67 68
69
70 71