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
1951
– –
-413
1952
– –
-280
1953
– –
-265
1954
– –
-269
1955
– –
-186
1956
– –
-189
1957
– –
-300
1958
– –
-73,650
1959
– –
-182
1960
– –
-964
1961
– –
-13,803
1962
– –
-8,346
1963
– –
-1,612
1964
– –
-9
1965
– –
-495
1966
– –
-48,951
1967
– –
-98
1968
– –
-16,024
1969
– –
-347
1970
– –
-6,360
1971
– –
-65
1972
– –
-13,194
1973
– –
-2,322
1974
– –
-494
1975
– –
-136
77 78
79
80 81