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
526
$99K ﹤0.01%
9,259
-3,070
527
$99K ﹤0.01%
12,051
+1,862
528
$98K ﹤0.01%
1,665
-1,413
529
$98K ﹤0.01%
2,319
+1
530
$97K ﹤0.01%
6,953
+3,450
531
$97K ﹤0.01%
2,761
+833
532
$97K ﹤0.01%
1,335
+735
533
$96K ﹤0.01%
10,584
+10,084
534
$95K ﹤0.01%
5,703
-92
535
$94K ﹤0.01%
2,053
+781
536
$92K ﹤0.01%
1,225
-1,248
537
$92K ﹤0.01%
6,535
538
$92K ﹤0.01%
7,065
+5,571
539
$91K ﹤0.01%
7,321
540
$91K ﹤0.01%
4,950
+2,635
541
$90K ﹤0.01%
3,841
-2,591
542
$90K ﹤0.01%
1,823
-31
543
$90K ﹤0.01%
1,802
+1,199
544
$89K ﹤0.01%
1,730
+1,700
545
$89K ﹤0.01%
475
+182
546
$89K ﹤0.01%
308
-120
547
$88K ﹤0.01%
671
+123
548
$87K ﹤0.01%
2,495
+40
549
$86K ﹤0.01%
1,554
+1,390
550
$86K ﹤0.01%
1,276
+41
20 21
22
23 24