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
701
$42K ﹤0.01%
+1,704
702
$42K ﹤0.01%
1,562
+1,251
703
$42K ﹤0.01%
648
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704
$41K ﹤0.01%
958
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705
$40K ﹤0.01%
972
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706
$40K ﹤0.01%
1,670
-234
707
$40K ﹤0.01%
132
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708
$39K ﹤0.01%
714
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709
$39K ﹤0.01%
+1,526
710
$38K ﹤0.01%
975
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711
$38K ﹤0.01%
982
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712
$38K ﹤0.01%
+3,620
713
$38K ﹤0.01%
500
714
$37K ﹤0.01%
+1,470
715
$37K ﹤0.01%
385
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716
$37K ﹤0.01%
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$37K ﹤0.01%
668
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718
$37K ﹤0.01%
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719
$36K ﹤0.01%
1,292
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720
$36K ﹤0.01%
650
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721
$36K ﹤0.01%
718
722
$36K ﹤0.01%
1,060
+302
723
$36K ﹤0.01%
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724
$36K ﹤0.01%
468
-3,195
725
$36K ﹤0.01%
+480
27 28
29
30 31