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
751
$32K ﹤0.01%
1,439
+847
752
$32K ﹤0.01%
966
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753
$32K ﹤0.01%
+1,160
754
$32K ﹤0.01%
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$32K ﹤0.01%
1,409
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756
$32K ﹤0.01%
+1,050
757
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441
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536
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759
$32K ﹤0.01%
711
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760
$32K ﹤0.01%
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$31K ﹤0.01%
1,245
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$31K ﹤0.01%
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$31K ﹤0.01%
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800
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769
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$31K ﹤0.01%
619
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$30K ﹤0.01%
2,784
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773
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600
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774
$30K ﹤0.01%
2,501
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775
$30K ﹤0.01%
856
+30
29 30
31
32 33