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
1926
– –
-55
1927
– –
-265
1928
– –
-1,321
1929
– –
-19
1930
– –
-480
1931
– –
-9,094
1932
– –
-2,457
1933
– –
-734,807
1934
– –
-4,581
1935
– –
-19
1936
– –
-140
1937
– –
-53,349
1938
– –
-136
1939
– –
-1,574
1940
– –
-587
1941
– –
-107
1942
– –
-3,061
1943
– –
-100
1944
– –
-1,751,246
1945
– –
-13,799
1946
– –
-1,176
1947
– –
-8,170
1948
– –
-1
1949
– –
-300
1950
– –
-700
76 77
78
79 80