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
901
$19K ﹤0.01%
1,700
+500
902
$19K ﹤0.01%
+1,434
903
$18K ﹤0.01%
+259
904
$18K ﹤0.01%
+113
905
$18K ﹤0.01%
198
-10
906
$18K ﹤0.01%
1,525
+1,508
907
$18K ﹤0.01%
515
-315
908
$18K ﹤0.01%
+300
909
$18K ﹤0.01%
537
-650
910
$18K ﹤0.01%
255
+159
911
$18K ﹤0.01%
+684
912
$18K ﹤0.01%
+545
913
$18K ﹤0.01%
293
914
$18K ﹤0.01%
422
+175
915
$18K ﹤0.01%
278
-154
916
$18K ﹤0.01%
+1,200
917
$18K ﹤0.01%
+1,203
918
$18K ﹤0.01%
380
+365
919
$17K ﹤0.01%
710
-290
920
$17K ﹤0.01%
+255
921
$17K ﹤0.01%
359
+102
922
$17K ﹤0.01%
+179
923
$17K ﹤0.01%
745
+585
924
$17K ﹤0.01%
111
-241
925
$17K ﹤0.01%
+212
35 36
37
38 39