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
26
$28.9M 0.89%
262,191
+23,562
27
$28.4M 0.88%
271,536
-2,694
28
$27M 0.83%
474,560
-21,863
29
$24.8M 0.77%
237,720
+14,463
30
$24.7M 0.76%
308,219
+38,681
31
$23.3M 0.72%
194,355
+119,437
32
$21.5M 0.66%
202,470
+7,538
33
$20M 0.62%
215,809
+14,670
34
$19.6M 0.61%
207,905
+13,789
35
$18.9M 0.58%
474,536
+23,476
36
$17.8M 0.55%
158,579
-16,162
37
$16.5M 0.51%
184,416
+18,569
38
$16.3M 0.5%
414,794
+72,186
39
$16.3M 0.5%
616,809
+64,437
40
$15.8M 0.49%
317,301
-20,808
41
$15.3M 0.47%
144,295
-24,918
42
$15.1M 0.47%
325,391
+103,594
43
$14.9M 0.46%
309,358
+27,205
44
$14.5M 0.45%
227,364
+12,168
45
$14.3M 0.44%
294,470
+13,222
46
$14.2M 0.44%
167,887
+10,244
47
$13.9M 0.43%
308,349
+21,781
48
$13.4M 0.41%
185,554
-25,262
49
$13M 0.4%
86,409
+2,231
50
$12.6M 0.39%
91,438
+1,004
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