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
2076
– –
-3,538
2077
– –
-29
2078
– –
-4,541
2079
– –
-27,321
2080
– –
-4,465
2081
– –
-10,954
2082
– –
-133
2083
– –
-1,802
2084
– –
-56
2085
– –
-192
2086
– –
-9,204
2087
– –
-23
2088
– –
-606
2089
– –
-1,699
2090
– –
0
2091
– –
-738
2092
– –
-1,278
2093
– –
-5,752
2094
– –
-7,205
2095
– –
-300
2096
– –
-1,369
2097
– –
-6,603
80 81 82 83
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