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
626
$57K ﹤0.01%
562
+418
627
$56K ﹤0.01%
1,068
+29
628
$56K ﹤0.01%
+2,650
629
$56K ﹤0.01%
3,477
+2,235
630
$56K ﹤0.01%
6,828
+3,222
631
$56K ﹤0.01%
4,222
+684
632
$55K ﹤0.01%
861
+243
633
$55K ﹤0.01%
2,875
+398
634
$55K ﹤0.01%
1,406
+1,265
635
$55K ﹤0.01%
501
-35
636
$55K ﹤0.01%
280
+80
637
$55K ﹤0.01%
4,070
638
$54K ﹤0.01%
688
+610
639
$53K ﹤0.01%
1,729
+30
640
$53K ﹤0.01%
2,470
-7,719
641
$53K ﹤0.01%
1,085
+1,065
642
$53K ﹤0.01%
1,109
+1,034
643
$53K ﹤0.01%
1,286
+305
644
$52K ﹤0.01%
1,074
-90
645
$52K ﹤0.01%
682
+260
646
$52K ﹤0.01%
2,075
+373
647
$52K ﹤0.01%
1,373
+1,261
648
$52K ﹤0.01%
1,365
+200
649
$52K ﹤0.01%
+343
650
$52K ﹤0.01%
+2,250
24 25
26
27 28