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
1851
– –
-318
1852
– –
-14,033
1853
– –
-535
1854
– –
-214
1855
– –
-227
1856
– –
-72
1857
– –
-1,629
1858
– –
-1,071
1859
– –
-26,803
1860
– –
-1,445
1861
– –
-12,179
1862
– –
-1,295
1863
– –
-247
1864
– –
-380
1865
– –
-577
1866
– –
-81,217
1867
– –
-154
1868
– –
-135
1869
– –
-142
1870
– –
-2,983
1871
– –
-121
1872
– –
-405
1873
– –
-6,365
1874
– –
-374
1875
– –
-5,579
73 74
75
76 77