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
551
$86K ﹤0.01%
3,786
+3,260
552
$85K ﹤0.01%
2,307
+384
553
$85K ﹤0.01%
1,870
+99
554
$83K ﹤0.01%
1,060
+242
555
$83K ﹤0.01%
4,049
+1,609
556
$83K ﹤0.01%
2,099
-402
557
$83K ﹤0.01%
6,041
558
$83K ﹤0.01%
4,612
-5,388
559
$83K ﹤0.01%
+850
560
$82K ﹤0.01%
1,397
+213
561
$81K ﹤0.01%
1,012
-227
562
$81K ﹤0.01%
+4,638
563
$81K ﹤0.01%
351
+21
564
$80K ﹤0.01%
4,410
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565
$80K ﹤0.01%
4,305
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$79K ﹤0.01%
2,060
+1,980
567
$79K ﹤0.01%
10,000
-4,832
568
$79K ﹤0.01%
+1,521
569
$78K ﹤0.01%
2,090
+84
570
$78K ﹤0.01%
24
+8
571
$77K ﹤0.01%
1,666
-6,501
572
$77K ﹤0.01%
4,605
+1,457
573
$77K ﹤0.01%
1,124
+1,057
574
$77K ﹤0.01%
892
+254
575
$74K ﹤0.01%
573
+246
21 22
23
24 25