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
1726
– –
-18,892
1727
– –
-8,835
1728
– –
-70
1729
– –
-6,138
1730
– –
-120
1731
– –
-2,544
1732
– –
-1,410
1733
– –
-289
1734
– –
-343
1735
– –
-17
1736
– –
-113
1737
– –
-617
1738
– –
-14,471
1739
– –
-77,486
1740
– –
-1,039
1741
– –
-48
1742
– –
-9,700
1743
– –
-200
1744
– –
-252
1745
– –
-1,175
1746
– –
-256,186
1747
– –
-116
1748
– –
-1,109
1749
– –
-11,515
1750
– –
-1,054
68 69
70
71 72