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
1876
– –
-1,707
1877
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-57
1878
– –
-10,480
1879
– –
-8,159
1880
– –
-225
1881
– –
-806
1882
– –
-521
1883
– –
-24,976
1884
– –
-565
1885
– –
-3,790
1886
– –
-20,798
1887
– –
-504
1888
– –
-110
1889
– –
-68,942
1890
– –
-531
1891
– –
-46
1892
– –
-231
1893
– –
-204
1894
– –
-12
1895
– –
-614
1896
– –
-10,023
1897
– –
-2,417
1898
– –
-781
1899
– –
-5,810
1900
– –
-777
74 75
76
77 78