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
2051
– –
-20,313
2052
– –
-20,108
2053
– –
-33
2054
– –
-290
2055
– –
-48
2056
– –
-1,892
2057
– –
-4,066
2058
– –
-8,391
2059
– –
-108
2060
– –
-64
2061
– –
-4,370
2062
– –
-5,348
2063
– –
-1,904
2064
– –
-159
2065
– –
-247
2066
– –
-200
2067
– –
-791
2068
– –
-54
2069
– –
-134
2070
– –
-180,367
2071
– –
-3,583
2072
– –
-567,570
2073
– –
-196
2074
– –
-10,045
2075
– –
-554
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