Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
+3.79%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$1.52B
AUM Growth
-$5.46B
(-78%)
Cap. Flow
-$5.64B
Cap. Flow
% of AUM
-371.98%
Top 10 Holdings %
Top 10 Hldgs %
53.55%
Holding
2,106
New
–
Increased
21
Reduced
157
Closed
1,926
Top Buys
| 1 |
SBNY
Signature Bank
SBNY
|
+$7.18M |
| 2 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$6.93M |
| 3 |
Progressive
PGR
|
+$5.47M |
| 4 |
Williams-Sonoma
WSM
|
+$5.28M |
| 5 |
Marriott International Class A Common Stock
MAR
|
+$3.85M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$683M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$327M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$323M |
| 4 |
Vanguard Total Bond Market
BND
|
+$278M |
| 5 |
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% |
