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
1976
– –
-50
1977
– –
-1,574
1978
– –
-587
1979
– –
-107
1980
– –
-85,850
1981
– –
-7,205
1982
– –
-300
1983
– –
-1,369
1984
– –
-6,603
1985
– –
-1,034
1986
– –
-72
1987
– –
-4,439
1988
– –
-764
1989
– –
-112
1990
– –
-5,064
1991
– –
-819
1992
– –
-1,058
1993
– –
-65
1994
– –
-532
1995
– –
-1,511
1996
– –
-5,010
1997
– –
-209
1998
– –
-481
1999
– –
-59
2000
– –
-1,572
78 79
80
81 82