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
726
$36K ﹤0.01%
300
+53
727
$36K ﹤0.01%
4,500
+500
728
$35K ﹤0.01%
+750
729
$35K ﹤0.01%
3,325
-7,033
730
$35K ﹤0.01%
+764
731
$35K ﹤0.01%
+1,022
732
$35K ﹤0.01%
946
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733
$35K ﹤0.01%
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734
$34K ﹤0.01%
238
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735
$34K ﹤0.01%
+539
736
$34K ﹤0.01%
1,326
737
$34K ﹤0.01%
+982
738
$34K ﹤0.01%
620
739
$33K ﹤0.01%
988
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740
$33K ﹤0.01%
626
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741
$33K ﹤0.01%
828
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742
$33K ﹤0.01%
2,695
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743
$33K ﹤0.01%
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744
$33K ﹤0.01%
1,091
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745
$33K ﹤0.01%
49
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746
$33K ﹤0.01%
814
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747
$33K ﹤0.01%
532
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748
$33K ﹤0.01%
382
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749
$33K ﹤0.01%
631
-17
750
$33K ﹤0.01%
2,475
28 29
30
31 32