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
776
$30K ﹤0.01%
1,775
777
$30K ﹤0.01%
683
+129
778
$30K ﹤0.01%
+229
779
$30K ﹤0.01%
616
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780
$30K ﹤0.01%
+2,625
781
$29K ﹤0.01%
484
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782
$29K ﹤0.01%
1,211
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783
$29K ﹤0.01%
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-285
784
$29K ﹤0.01%
2,193
-4,555
785
$29K ﹤0.01%
6,238
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786
$29K ﹤0.01%
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787
$29K ﹤0.01%
480
788
$28K ﹤0.01%
256
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789
$28K ﹤0.01%
2,588
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790
$28K ﹤0.01%
350
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$28K ﹤0.01%
500
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$28K ﹤0.01%
437
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$28K ﹤0.01%
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794
$28K ﹤0.01%
433
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795
$28K ﹤0.01%
2,037
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796
$27K ﹤0.01%
+728
797
$27K ﹤0.01%
+583
798
$27K ﹤0.01%
461
799
$27K ﹤0.01%
1,559
-197
800
$27K ﹤0.01%
1,313
+637
30 31
32
33 34