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
651
$51K ﹤0.01%
2,398
652
$51K ﹤0.01%
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277
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$51K ﹤0.01%
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$50K ﹤0.01%
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$50K ﹤0.01%
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660
$49K ﹤0.01%
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$49K ﹤0.01%
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662
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663
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291
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664
$49K ﹤0.01%
391
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$48K ﹤0.01%
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$48K ﹤0.01%
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670
$48K ﹤0.01%
1,164
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1,374
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$47K ﹤0.01%
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673
$46K ﹤0.01%
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674
$46K ﹤0.01%
3,100
-1,622
675
$46K ﹤0.01%
+1,065
25 26
27
28 29