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
1976
– –
-4,770
1977
– –
-329
1978
– –
-39
1979
– –
-43,073
1980
– –
-12,826
1981
– –
-6,869
1982
– –
-306
1983
– –
-225
1984
– –
-3,264
1985
– –
-2,719
1986
– –
-59
1987
– –
-1,572
1988
– –
-1,974
1989
– –
-364
1990
– –
-38
1991
– –
-4,350
1992
– –
-213,687
1993
– –
-1,336
1994
– –
-2,111
1995
– –
-4,476
1996
– –
-2,490
1997
– –
-3,496
1998
– –
-21,744
1999
– –
-2,154
2000
– –
-460
78 79
80
81 82