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
576
$74K ﹤0.01%
1,045
-386
577
$74K ﹤0.01%
1,305
+473
578
$74K ﹤0.01%
1,023
+898
579
$72K ﹤0.01%
1,571
-289
580
$72K ﹤0.01%
506
+380
581
$72K ﹤0.01%
411
+36
582
$71K ﹤0.01%
1,321
-32
583
$71K ﹤0.01%
977
+320
584
$71K ﹤0.01%
2,049
+714
585
$70K ﹤0.01%
3,300
-1,794
586
$70K ﹤0.01%
2,563
+936
587
$70K ﹤0.01%
1,399
588
$69K ﹤0.01%
1,520
+300
589
$69K ﹤0.01%
618
+52
590
$69K ﹤0.01%
1,447
+213
591
$69K ﹤0.01%
1,063
+329
592
$69K ﹤0.01%
913
+835
593
$68K ﹤0.01%
969
+380
594
$68K ﹤0.01%
11,434
595
$67K ﹤0.01%
1,126
+612
596
$67K ﹤0.01%
2,500
597
$67K ﹤0.01%
957
+53
598
$67K ﹤0.01%
1,129
-42
599
$66K ﹤0.01%
1,583
+1,083
600
$66K ﹤0.01%
1,141
+212
22 23
24
25 26