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
2001
– –
-211
2002
– –
-30
2003
– –
-267,644
2004
– –
-66
2005
– –
-260
2006
– –
-232
2007
– –
-10
2008
– –
-4
2009
– –
-629
2010
– –
-27,336
2011
– –
-207
2012
– –
-226
2013
– –
-50
2014
– –
-85,850
2015
– –
-1,530
2016
– –
-400
2017
– –
-2,322
2018
– –
-10,480
2019
– –
-8,159
2020
– –
-225
2021
– –
-806
2022
– –
-521
2023
– –
-24,976
2024
– –
-2,417
2025
– –
-781
79 80
81
82 83