Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$7.3M
2
+$6.7M
3
+$5.65M
4
WSM icon
Williams-Sonoma
WSM
+$5.4M
5
MAR icon
Marriott International
MAR
+$4.03M

Top Sells

1
+$683M
2
+$327M
3
+$318M
4
BND icon
Vanguard Total Bond Market
BND
+$279M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$254M

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
1876
– –
-964
1877
– –
-13,803
1878
– –
-8,346
1879
– –
-1,612
1880
– –
-9
1881
– –
-495
1882
– –
-48,951
1883
– –
-98
1884
– –
-16,024
1885
– –
-27,966
1886
– –
-449
1887
– –
-4,106
1888
– –
-47
1889
– –
-3
1890
– –
-7
1891
– –
-454
1892
– –
-2,845
1893
– –
-12,146
1894
– –
-13,889
1895
– –
-7,097
1896
– –
-101
1897
– –
-1,549
1898
– –
-3,644
1899
– –
-18,892
1900
– –
-8,835
74 75
76
77 78