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
$3.24B
AUM Growth
+$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,933
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$29.2M
3
+$20M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.9M
5
BND icon
Vanguard Total Bond Market
BND
+$14.9M

Top Sells

1
+$19.2M
2
+$16.8M
3
+$6.78M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$5.11M
5
INTC icon
Intel
INTC
+$4.38M

Sector Composition

1 Healthcare 4.62%
2 Technology 4.43%
3 Industrials 3.33%
4 Consumer Staples 3.3%
5 Financials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.18M 0.04%
49,886
+5,585
227
$1.16M 0.04%
29,512
+896
228
$1.13M 0.03%
31,134
+1,453
229
$1.11M 0.03%
10,008
+1,402
230
$1.11M 0.03%
13,763
-46,409
231
$1.08M 0.03%
40,660
+9,476
232
$1.08M 0.03%
19,032
+2,628
233
$1.05M 0.03%
12,763
+825
234
$1.04M 0.03%
5,363
+2,350
235
$1.04M 0.03%
9,574
-629
236
$1.02M 0.03%
16,613
-4,495
237
$1.01M 0.03%
11,805
-527
238
$1M 0.03%
16,510
+195
239
$954K 0.03%
10,459
+4,872
240
$944K 0.03%
9,060
+419
241
$939K 0.03%
4,121
+1,086
242
$932K 0.03%
13,318
+138
243
$925K 0.03%
30,290
+7,794
244
$922K 0.03%
31,005
+939
245
$910K 0.03%
19,663
-2,306
246
$904K 0.03%
4
247
$899K 0.03%
7,946
+7,911
248
$853K 0.03%
9,284
-3,358
249
$841K 0.03%
8,506
+1,964
250
$831K 0.03%
14,446
-344
8 9
10
11 12