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
501
$112K ﹤0.01%
1,239
-50
502
$112K ﹤0.01%
1,307
+321
503
$111K ﹤0.01%
1,198
+134
504
$110K ﹤0.01%
4,295
+14
505
$110K ﹤0.01%
4,075
+1,322
506
$110K ﹤0.01%
1,344
+633
507
$109K ﹤0.01%
1,641
+657
508
$109K ﹤0.01%
+2,139
509
$108K ﹤0.01%
4,891
-1,000
510
$108K ﹤0.01%
1,571
+660
511
$108K ﹤0.01%
821
+6
512
$107K ﹤0.01%
7,469
513
$107K ﹤0.01%
5,162
+846
514
$106K ﹤0.01%
6,725
+6,555
515
$106K ﹤0.01%
4,801
-1,311
516
$103K ﹤0.01%
2,204
+1,077
517
$103K ﹤0.01%
4,616
-273
518
$103K ﹤0.01%
8,965
-7,762
519
$102K ﹤0.01%
+5,848
520
$102K ﹤0.01%
2,631
-561
521
$101K ﹤0.01%
7,307
+116
522
$101K ﹤0.01%
+6,608
523
$100K ﹤0.01%
2,150
524
$99K ﹤0.01%
7,135
-5,010
525
$99K ﹤0.01%
2,214
-738
19 20
21
22 23