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
451
$155K ﹤0.01%
1,548
-114
452
$154K ﹤0.01%
3,753
+2,253
453
$154K ﹤0.01%
880
-169
454
$153K ﹤0.01%
1,927
+40
455
$153K ﹤0.01%
3,797
+2,712
456
$151K ﹤0.01%
2,415
+2,036
457
$151K ﹤0.01%
992
+247
458
$150K ﹤0.01%
3,688
+362
459
$149K ﹤0.01%
2,651
-508
460
$148K ﹤0.01%
3,665
+668
461
$145K ﹤0.01%
9,697
-9,108
462
$145K ﹤0.01%
2,712
+115
463
$144K ﹤0.01%
3,689
-271
464
$143K ﹤0.01%
1,614
+525
465
$140K ﹤0.01%
4,204
+180
466
$140K ﹤0.01%
+4,229
467
$139K ﹤0.01%
2,001
+202
468
$139K ﹤0.01%
3,335
+188
469
$138K ﹤0.01%
10,094
470
$137K ﹤0.01%
6,704
-209
471
$136K ﹤0.01%
10,545
+5,115
472
$136K ﹤0.01%
992
473
$134K ﹤0.01%
2,707
-618
474
$134K ﹤0.01%
902
-10
475
$133K ﹤0.01%
627
+420
17 18
19
20 21