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
151
$356K 0.02%
3,804
-281,958
152
$347K 0.02%
3,089
-485,799
153
$344K 0.02%
2,815
-241,799
154
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5,216
-14,239
155
$328K 0.02%
2,960
-229,745
156
$309K 0.02%
4,494
-12,894
157
$307K 0.02%
1,901
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158
$303K 0.02%
1,264
-13,731
159
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4,073
-13,933
160
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161
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162
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163
$268K 0.02%
6,351
-14,565
164
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3,070
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165
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4,375
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166
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-372,372
167
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168
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2,346
-5,764
169
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2,359
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170
$231K 0.02%
1,550
-33,268
171
$226K 0.01%
2,508
-10,923
172
$219K 0.01%
7,176
-64,120
173
$219K 0.01%
5,860
-69,428
174
$218K 0.01%
4,614
-8,389
175
$207K 0.01%
7,494
-37,524
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