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
601
$66K ﹤0.01%
1,748
+1,261
602
$66K ﹤0.01%
4,750
603
$66K ﹤0.01%
2,455
604
$65K ﹤0.01%
1,467
-695
605
$65K ﹤0.01%
418
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606
$65K ﹤0.01%
1,154
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607
$65K ﹤0.01%
2,172
-1,032
608
$64K ﹤0.01%
1,624
-241
609
$63K ﹤0.01%
2,845
610
$63K ﹤0.01%
7,346
+4,289
611
$63K ﹤0.01%
1,186
-18
612
$62K ﹤0.01%
1,431
-170
613
$62K ﹤0.01%
539
-40
614
$62K ﹤0.01%
+2,400
615
$61K ﹤0.01%
5,092
-1,224
616
$61K ﹤0.01%
1,168
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617
$61K ﹤0.01%
2,267
618
$60K ﹤0.01%
2,578
-156
619
$60K ﹤0.01%
1,197
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620
$60K ﹤0.01%
687
+375
621
$59K ﹤0.01%
1,123
+123
622
$58K ﹤0.01%
3,407
-54
623
$57K ﹤0.01%
1,357
-383
624
$57K ﹤0.01%
878
+657
625
$57K ﹤0.01%
+556
23 24
25
26 27