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
2076
– –
-7
2077
– –
-650
2078
– –
-156,634
2079
– –
-50,608
2080
– –
-1,669
2081
– –
-53
2082
– –
-13
2083
– –
-739
2084
– –
-400
2085
– –
-20
2086
– –
-325
2087
– –
-14,652
2088
– –
-1,760
2089
– –
-22,500
2090
– –
-60
2091
– –
-82
2092
– –
-4,393
2093
– –
-12,959
2094
– –
-27,336
2095
– –
-207
2096
– –
-122
2097
– –
-32
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