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
1826
– –
-1,699
1827
– –
0
1828
– –
-738
1829
– –
-1,278
1830
– –
-5,752
1831
– –
-54
1832
– –
-17,274
1833
– –
-110
1834
– –
-70
1835
– –
-28
1836
– –
-2,168
1837
– –
-249
1838
– –
-101,925
1839
– –
-3,890
1840
– –
-4,228
1841
– –
-1,563
1842
– –
-196
1843
– –
-178
1844
– –
-3,482
1845
– –
-57
1846
– –
-305
1847
– –
-1,328
1848
– –
-1,250
1849
– –
-179
1850
– –
-624
72 73
74
75 76