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
1776
-642
1777
-16,381
1778
-102,461
1779
-478
1780
-37,675
1781
-37,638
1782
-26
1783
-21,660
1784
-4,675
1785
-107
1786
-4,770
1787
-329
1788
-30,724
1789
-18,351
1790
-39
1791
-4,343
1792
-142
1793
-21,877
1794
-13
1795
-1,517
1796
-2,000
1797
-681
1798
-1,551
1799
-1,508
1800
-4,109