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
51
$12.4M 0.38%
298,024
+20,780
52
$12.4M 0.38%
117,534
-181,354
53
$12.1M 0.37%
+459,742
54
$12M 0.37%
99,121
+4,782
55
$12M 0.37%
225,432
+57,935
56
$11.9M 0.37%
125,869
+2,570
57
$11.9M 0.37%
426,440
+25,180
58
$11.7M 0.36%
128,366
+13,436
59
$11.2M 0.35%
204,486
+58,945
60
$11.2M 0.34%
230,264
-7,814
61
$10.8M 0.33%
127,751
-23,123
62
$10.3M 0.32%
109,479
+56,820
63
$10.3M 0.32%
104,583
+43,394
64
$10.1M 0.31%
174,791
+5,601
65
$10M 0.31%
203,714
-6,500
66
$9.98M 0.31%
358,964
+26,046
67
$9.78M 0.3%
149,369
+90,144
68
$9.47M 0.29%
84,423
-4,207
69
$9.34M 0.29%
99,660
-1,518
70
$9.3M 0.29%
244,008
+22,594
71
$9.24M 0.29%
147,655
-40,055
72
$9.06M 0.28%
37,630
-254
73
$8.99M 0.28%
79,190
-16,899
74
$8.65M 0.27%
102,123
+16,432
75
$8.64M 0.27%
89,761
+3,690
1 2
3
4 5