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
826
$25K ﹤0.01%
1,900
+400
827
$25K ﹤0.01%
+2,316
828
$25K ﹤0.01%
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829
$25K ﹤0.01%
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831
$25K ﹤0.01%
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832
$25K ﹤0.01%
350
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833
$25K ﹤0.01%
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834
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264
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$24K ﹤0.01%
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837
$24K ﹤0.01%
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838
$24K ﹤0.01%
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839
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840
$24K ﹤0.01%
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$24K ﹤0.01%
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$24K ﹤0.01%
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$24K ﹤0.01%
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$24K ﹤0.01%
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$24K ﹤0.01%
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$23K ﹤0.01%
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$23K ﹤0.01%
4,685
+698
850
$23K ﹤0.01%
632
32 33
34
35 36