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
– –
-34,834
1927
– –
-1,603
1928
– –
-1,060
1929
– –
-294
1930
– –
-260,006
1931
– –
-2,092
1932
– –
-258
1933
– –
-131,871
1934
– –
-111
1935
– –
-2,443
1936
– –
-266
1937
– –
-1,622
1938
– –
-31,182
1939
– –
-5,767
1940
– –
-287
1941
– –
-653
1942
– –
-363
1943
– –
-2,176
1944
– –
-356,118
1945
– –
-5,105
1946
– –
-60
1947
– –
-43
1948
– –
-4,213
1949
– –
-86
1950
– –
-208
76 77
78
79 80