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
1751
– –
-55
1752
– –
-265
1753
– –
-1,321
1754
– –
-19
1755
– –
-480
1756
– –
-9,094
1757
– –
-2,457
1758
– –
-734,807
1759
– –
-4,581
1760
– –
-19
1761
– –
-140
1762
– –
-53,349
1763
– –
-3,061
1764
– –
-100
1765
– –
-1,751,246
1766
– –
-13,799
1767
– –
-1,176
1768
– –
-8,170
1769
– –
-1
1770
– –
-300
1771
– –
-700
1772
– –
-556
1773
– –
-30
1774
– –
-843
1775
– –
-52,184
69 70
71
72 73