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
1901
– –
-195
1902
– –
-256
1903
– –
-185
1904
– –
-941
1905
– –
-308
1906
– –
-225
1907
– –
-10,112
1908
– –
-1,791
1909
– –
-2,407
1910
– –
-7
1911
– –
-346
1912
– –
-143
1913
– –
-27
1914
– –
-695
1915
– –
-5,100
1916
– –
-1,464
1917
– –
-619
1918
– –
-226
1919
– –
-103
1920
– –
-3,362
1921
– –
-10
1922
– –
-13,931
1923
– –
-68
1924
– –
-19
1925
– –
-6,747
75 76
77
78 79