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
676
$46K ﹤0.01%
3,345
-8,528
677
$46K ﹤0.01%
2,502
+2,286
678
$45K ﹤0.01%
1,597
-31
679
$45K ﹤0.01%
+765
680
$45K ﹤0.01%
2,343
-159
681
$44K ﹤0.01%
721
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682
$44K ﹤0.01%
935
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683
$44K ﹤0.01%
639
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684
$44K ﹤0.01%
846
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685
$44K ﹤0.01%
3,003
686
$44K ﹤0.01%
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687
$44K ﹤0.01%
1,188
+1,106
688
$44K ﹤0.01%
323
-70
689
$43K ﹤0.01%
449
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690
$43K ﹤0.01%
955
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$43K ﹤0.01%
693
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$43K ﹤0.01%
1,531
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$43K ﹤0.01%
2,835
+1,478
694
$43K ﹤0.01%
1,487
695
$43K ﹤0.01%
1,733
-377
696
$43K ﹤0.01%
1,281
-802
697
$43K ﹤0.01%
549
+479
698
$42K ﹤0.01%
765
+140
699
$42K ﹤0.01%
675
+608
700
$42K ﹤0.01%
700
+200
26 27
28
29 30