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
2001
– –
-1,530
2002
– –
-549
2003
– –
-76
2004
– –
-19,278
2005
– –
-713
2006
– –
-4,305
2007
– –
-12,796
2008
– –
-130
2009
– –
-34
2010
– –
-133
2011
– –
-764
2012
– –
-298
2013
– –
-567
2014
– –
-390
2015
– –
-101,243
2016
– –
-339
2017
– –
-2,794
2018
– –
-1,601
2019
– –
-1,416
2020
– –
-3,636
2021
– –
-2,330
2022
– –
-496
2023
– –
-811
2024
– –
-39
2025
– –
-217
79 80
81
82 83