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
1926
– –
-91
1927
– –
-94
1928
– –
-62
1929
– –
-173
1930
– –
-4,793
1931
– –
-754
1932
– –
-8,462
1933
– –
-23
1934
– –
-3,107
1935
– –
-6,872
1936
– –
-4,250
1937
– –
-65
1938
– –
-3,463
1939
– –
-135
1940
– –
-1,975
1941
– –
-19
1942
– –
-529
1943
– –
-81
1944
– –
-566
1945
– –
-150
1946
– –
-9
1947
– –
-350
1948
– –
-567
1949
– –
-1,218
1950
– –
-90
76 77
78
79 80